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Gupta Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Gupta Wealth Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$269K Buy
3,135
+822
+36% +$65.8K 0.06% 209
2015
Q4 		$192K Sell
2,313
-172
-7% -$15.7K 0.05% 253
2015
Q3 		$211K Sell
2,485
-390
-14% -$37K 0.05% 241
2015
Q2 		$307K Buy
2,875
+180
+7% +$20.2K 0.08% 196
2015
Q1 		$295K Buy
+2,695
New +$294K 0.09% 174

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Gupta Wealth Management's VDE Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Energy ETF (VDE) stake by 36% in Q1 2016, buying an estimated $65.8K and bringing the position to 3,135 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #209.

Gupta Wealth Management first reported a position in VDE in Q1 2015 and has held it in 5 quarters since. The position peaked at $307K in Q2 2015. 233 funds tracked by Wall St. Rank hold VDE as of Q1 2016.

  • Gupta Wealth Management held 3,135 shares of Vanguard Energy ETF worth $269K as of Q1 2016.
  • Gupta Wealth Management bought 822 Vanguard Energy ETF shares in Q1 2016, an estimated $65.8K.
  • Vanguard Energy ETF made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #209 holding.
  • Gupta Wealth Management first reported a position in Vanguard Energy ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Energy ETF position peaked at $307K in Q2 2015.
  • 233 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.