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Jackson Grant Investment Advisers’s Vanguard Energy ETF VDE Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		– Sell
-14
Closed -$1K – 389
2020
Q4 		$1K Buy
+14
New +$654 ﹤0.01% 335

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Jackson Grant Investment Advisers's VDE Position: Q1 2021 in Review

Jackson Grant Investment Advisers sold out of Vanguard Energy ETF (VDE) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Jackson Grant Investment Advisers first reported a position in VDE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 396 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • Jackson Grant Investment Advisers reported no remaining Vanguard Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 14 Vanguard Energy ETF shares in Q1 2021, an estimated $1K.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Vanguard Energy ETF position peaked at $1K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2021, filed 22 Apr 2021.