Karp Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Karp Capital Management’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
2019 Q2	–	Sell	-29,610	Closed	-$2.65M	–	113
2019 Q1	$2.65M	Sell	29,610 -715	-2%	-$62.1K	0.94%	46
2018 Q4	$2.34M	Sell	30,325 -27,694	-48%	-$2.54M	1.12%	36
2018 Q3	$6.1M	Buy	58,019 +8,654	+18%	+$897K	2.1%	11
2018 Q2	$5.19M	Buy	+49,365	New	+$5.05M	2.04%	11
2015 Q4	–	Sell	-1,000	Closed	-$85K	–	284
2015 Q3	$85K	Sell	1,000 -450	-31%	-$42.7K	0.06%	142
2015 Q2	$155K	Hold	1,450	–	–	0.1%	106
2015 Q1	$158K	Hold	1,450	–	–	0.11%	107
2014 Q4	$162K	Buy	+1,450	New	+$173K	0.12%	113

Other funds holding VDE

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

BCMIO

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

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

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

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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Karp Capital Management's VDE Position: Q2 2019 in Review

Karp Capital Management sold out of Vanguard Energy ETF (VDE) in Q2 2019, closing a stake of 29,610 shares — an estimated $2.65M sold.

Karp Capital Management first reported a position in VDE in Q4 2014 and held it in 8 quarters. The position peaked at $6.1M in Q3 2018. 316 funds tracked by Wall St. Rank hold VDE as of Q2 2019.

Karp Capital Management reported no remaining Vanguard Energy ETF position as of Q2 2019 after selling out during the quarter.
Karp Capital Management sold 29,610 Vanguard Energy ETF shares in Q2 2019, an estimated $2.65M.
Karp Capital Management first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 8 quarters.
Karp Capital Management's Vanguard Energy ETF position peaked at $6.1M in Q3 2018.
316 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2019.

Based on Karp Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.