IAG Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

IAG Wealth Partners’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
2021 Q2	–	Sell	-375	Closed	-$26K	–	398
2021 Q1	$26K	Hold	375	–	–	0.01%	162
2020 Q4	$20K	Hold	375	–	–	0.01%	167
2020 Q3	$16K	Hold	375	–	–	0.01%	176
2020 Q2	$19K	Buy	375 +100	+36%	+$4.93K	0.01%	166
2020 Q1	$11K	Buy	+275	New	+$17.4K	0.01%	196

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

IAG Wealth Partners's VDE Position: Q2 2021 in Review

IAG Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q2 2021, closing a stake of 375 shares — an estimated $26K sold.

IAG Wealth Partners first reported a position in VDE in Q1 2020 and held it in 5 quarters. The position peaked at $26K in Q1 2021. 425 funds tracked by Wall St. Rank hold VDE as of Q2 2021.

IAG Wealth Partners reported no remaining Vanguard Energy ETF position as of Q2 2021 after selling out during the quarter.
IAG Wealth Partners sold 375 Vanguard Energy ETF shares in Q2 2021, an estimated $26K.
IAG Wealth Partners first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 5 quarters.
IAG Wealth Partners's Vanguard Energy ETF position peaked at $26K in Q1 2021.
425 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.