Insight Folios’s Vanguard Energy ETF VDE Stock Holding History

Insight Folios’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
2020 Q1	–	Sell	-2,696	Closed	-$220K	–	39
2019 Q4	$220K	Buy	+2,696	New	+$210K	0.2%	45

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Insight Folios's VDE Position: Q1 2020 in Review

Insight Folios sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 2,696 shares — an estimated $220K sold.

Insight Folios first reported a position in VDE in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Insight Folios reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Insight Folios sold 2,696 Vanguard Energy ETF shares in Q1 2020, an estimated $220K.
Insight Folios first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 1 quarter.
Insight Folios's Vanguard Energy ETF position peaked at $220K in Q4 2019.
286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Insight Folios's 13F filing for Q1 2020, filed 20 Apr 2020.