Lehman Financial Resources’s Vanguard Energy ETF VDE Stock Holding History

Lehman Financial Resources’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	$1.28M	Hold	12,200	–	–	0.6%	31
2018 Q2	$1.28M	Sell	12,200 -300	-2%	-$30.7K	0.65%	28
2018 Q1	$1.15M	Hold	12,500	–	–	0.59%	31
2017 Q4	$1.24M	Buy	+12,500	New	+$1.18M	0.64%	30
2015 Q3	–	Sell	-300	Closed	-$32K	–	491
2015 Q2	$32K	Sell	300 -100	-25%	-$11.2K	0.02%	203
2015 Q1	$44K	Buy	400 +100	+33%	+$10.9K	0.02%	170
2014 Q4	$33K	Hold	300	–	–	0.02%	183
2014 Q3	$39K	Hold	300	–	–	0.02%	173
2014 Q2	$43K	Buy	300 +189	+170%	+$25.7K	0.02%	158
2014 Q1	$14K	Buy	+111	New	+$13.7K	0.01%	263

Other funds holding VDE

BCMIO

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

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

Lehman Financial Resources's VDE Position: Q3 2018 in Review

Lehman Financial Resources held its Vanguard Energy ETF (VDE) position steady in Q3 2018 at 12,200 shares worth $1.28M. The position accounts for 0.6% of the portfolio, ranked #31.

Lehman Financial Resources first reported a position in VDE in Q1 2014 and has held it in 10 quarters since. 337 funds tracked by Wall St. Rank hold VDE as of Q3 2018.

Lehman Financial Resources held 12,200 shares of Vanguard Energy ETF worth $1.28M as of Q3 2018.
Lehman Financial Resources left its Vanguard Energy ETF share count unchanged in Q3 2018.
Vanguard Energy ETF made up 0.6% of Lehman Financial Resources's portfolio in Q3 2018, its #31 holding.
Lehman Financial Resources first reported a position in Vanguard Energy ETF in Q1 2014 and has held it in 10 quarters since.
337 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2018.

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