Ironwood Financial’s Vanguard Energy ETF VDE Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-195	Closed	-$14K	–	524
2021 Q3	$14K	Hold	195	–	–	﹤0.01%	331
2021 Q2	$15K	Hold	195	–	–	﹤0.01%	321
2021 Q1	$13K	Hold	195	–	–	﹤0.01%	317
2020 Q4	$10K	Hold	195	–	–	﹤0.01%	322
2020 Q3	$8K	Hold	195	–	–	﹤0.01%	282
2020 Q2	$10K	Buy	+195	New	+$9.62K	0.01%	247
2018 Q4	–	Sell	-105	Closed	-$11K	–	393
2018 Q3	$11K	Buy	+105	New	+$10.9K	0.01%	249

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Ironwood Financial's VDE Position: Q4 2021 in Review

Ironwood Financial sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 195 shares — an estimated $14K sold.

Ironwood Financial first reported a position in VDE in Q3 2018 and held it in 7 quarters. The position peaked at $15K in Q2 2021. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

Ironwood Financial reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 195 Vanguard Energy ETF shares in Q4 2021, an estimated $14K.
Ironwood Financial first reported a position in Vanguard Energy ETF in Q3 2018 and held it in 7 quarters.
Ironwood Financial's Vanguard Energy ETF position peaked at $15K in Q2 2021.
478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.