JOYN Advisors’s Vanguard Energy ETF VDE Stock Holding History

JOYN 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
2018 Q2	–	Sell	-360	Closed	-$33K	–	1864
2018 Q1	$33K	Buy	+360	New	+$34.9K	0.01%	573
2015 Q4	–	Sell	-2,743	Closed	-$232K	–	34
2015 Q3	$232K	Hold	2,743	–	–	0.09%	26
2015 Q2	$293K	Buy	+2,743	New	+$309K	0.12%	22

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JOYN Advisors's VDE Position: Q2 2018 in Review

JOYN Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2018, closing a stake of 360 shares — an estimated $33K sold.

JOYN Advisors first reported a position in VDE in Q2 2015 and held it in 3 quarters. The position peaked at $293K in Q2 2015. 334 funds tracked by Wall St. Rank hold VDE as of Q2 2018.

JOYN Advisors reported no remaining Vanguard Energy ETF position as of Q2 2018 after selling out during the quarter.
JOYN Advisors sold 360 Vanguard Energy ETF shares in Q2 2018, an estimated $33K.
JOYN Advisors first reported a position in Vanguard Energy ETF in Q2 2015 and held it in 3 quarters.
JOYN Advisors's Vanguard Energy ETF position peaked at $293K in Q2 2015.
334 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.