HWA
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Heritage Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Heritage Wealth Advisors’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
2019
Q3 		– Sell
-113
Closed -$9.58K – 471
2019
Q2 		$9.58K Buy
+113
New +$9.73K ﹤0.01% 391

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heritage Wealth Advisors's VDE Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2019, closing a stake of 113 shares — an estimated $9.58K sold.

Heritage Wealth Advisors first reported a position in VDE in Q2 2019 and held it in 1 quarter. The position peaked at $9.58K in Q2 2019. 281 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 113 Vanguard Energy ETF shares in Q3 2019, an estimated $9.58K.
  • Heritage Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Energy ETF position peaked at $9.58K in Q2 2019.
  • 281 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.