Kings Point Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Kings Point 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
2022 Q1	–	Sell	-720	Closed	-$56K	–	655
2021 Q4	$56K	Hold	720	–	–	﹤0.01%	372
2021 Q3	$53K	Hold	720	–	–	﹤0.01%	345
2021 Q2	$55K	Buy	+720	New	+$52.2K	0.01%	337
2018 Q1	–	Sell	-285	Closed	-$28K	–	383
2017 Q4	$28K	Hold	285	–	–	0.01%	293
2017 Q3	$27K	Hold	285	–	–	0.01%	271
2017 Q2	$25K	Sell	285 -115	-29%	-$10.6K	0.01%	267
2017 Q1	$39K	Hold	400	–	–	0.01%	239
2016 Q4	$42K	Buy	+400	New	+$40K	0.01%	208
2014 Q4	–	Sell	-652	Closed	-$85K	–	357
2014 Q3	$85K	Hold	652	–	–	0.03%	150
2014 Q2	$94K	Hold	652	–	–	0.03%	139
2014 Q1	$84K	Hold	652	–	–	0.03%	138
2013 Q4	$82K	Hold	652	–	–	0.03%	138
2013 Q3	$78K	Hold	652	–	–	0.03%	147
2013 Q2	$73K	Buy	+652	New	+$73.8K	0.03%	159

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kings Point Capital Management's VDE Position: Q1 2022 in Review

Kings Point Capital Management sold out of Vanguard Energy ETF (VDE) in Q1 2022, closing a stake of 720 shares — an estimated $56K sold.

Kings Point Capital Management first reported a position in VDE in Q2 2013 and held it in 14 quarters. The position peaked at $94K in Q2 2014. 540 funds tracked by Wall St. Rank hold VDE as of Q1 2022.

Kings Point Capital Management reported no remaining Vanguard Energy ETF position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 720 Vanguard Energy ETF shares in Q1 2022, an estimated $56K.
Kings Point Capital Management first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 14 quarters.
Kings Point Capital Management's Vanguard Energy ETF position peaked at $94K in Q2 2014.
540 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.