Intercontinental Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Intercontinental 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
2020 Q1	–	Sell	-364	Closed	-$27K	–	302
2019 Q4	$27K	Hold	364	–	–	0.02%	218
2019 Q3	$28K	Hold	364	–	–	0.02%	257
2019 Q2	$31K	Hold	364	–	–	0.02%	244
2019 Q1	$33K	Hold	364	–	–	0.02%	260
2018 Q4	$28K	Buy	+364	New	+$33.3K	0.02%	274

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 23.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Intercontinental Wealth Advisors's VDE Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 364 shares — an estimated $27K sold.

Intercontinental Wealth Advisors first reported a position in VDE in Q4 2018 and held it in 5 quarters. The position peaked at $33K in Q1 2019. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 364 Vanguard Energy ETF shares in Q1 2020, an estimated $27K.
Intercontinental Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's Vanguard Energy ETF position peaked at $33K in Q1 2019.
285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.