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Legacy Financial Strategies’s Vanguard Energy ETF VDE Stock Holding History

Legacy Financial Strategies’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
Q3 		– Sell
-7,722
Closed -$811K – 85
2018
Q2 		$811K Buy
+7,722
New +$790K 0.73% 16

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Creative Planning
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Strategies's VDE Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard Energy ETF (VDE) in Q3 2018, closing a stake of 7,722 shares — an estimated $811K sold.

Legacy Financial Strategies first reported a position in VDE in Q2 2018 and held it in 1 quarter. The position peaked at $811K in Q2 2018. 338 funds tracked by Wall St. Rank hold VDE as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 7,722 Vanguard Energy ETF shares in Q3 2018, an estimated $811K.
  • Legacy Financial Strategies first reported a position in Vanguard Energy ETF in Q2 2018 and held it in 1 quarter.
  • Legacy Financial Strategies's Vanguard Energy ETF position peaked at $811K in Q2 2018.
  • 338 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.