Johanson Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Johanson Financial 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	-55,952	Closed	-$687K	–	237
2019 Q4	$687K	Buy	+55,952	New	+$4.35M	0.03%	170
2017 Q2	–	Sell	-2,245	Closed	-$219K	–	84
2017 Q1	$219K	Buy	+2,245	New	+$224K	0.19%	75
2016 Q4	–	Sell	-2,551	Closed	-$249K	–	64
2016 Q3	$249K	Buy	2,551 +169	+7%	+$16K	0.27%	65
2016 Q2	$227K	Buy	+2,382	New	+$219K	0.27%	63

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

Johanson Financial Advisors's VDE Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 55,952 shares — an estimated $687K sold.

Johanson Financial Advisors first reported a position in VDE in Q2 2016 and held it in 4 quarters. The position peaked at $687K in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Johanson Financial Advisors reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 55,952 Vanguard Energy ETF shares in Q1 2020, an estimated $687K.
Johanson Financial Advisors first reported a position in Vanguard Energy ETF in Q2 2016 and held it in 4 quarters.
Johanson Financial Advisors's Vanguard Energy ETF position peaked at $687K in Q4 2019.
286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.