LFG
VDE icon

LifePlan Financial Group’s Vanguard Energy ETF VDE Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$52K Sell
1,289
-1,256
-49% -$59.7K 0.02% 242
2020
Q2 		$128K Sell
2,545
-5
-0.2% -$247 0.06% 159
2020
Q1 		$97K Buy
2,550
+333
+15% +$21.1K 0.05% 168
2019
Q4 		$181K Sell
2,217
-150
-6% -$11.7K 0.08% 137
2019
Q3 		$185K Buy
2,367
+62
+3% +$4.96K 0.09% 134
2019
Q2 		$196K Sell
2,305
-65
-3% -$5.59K 0.09% 131
2019
Q1 		$212K Sell
2,370
-935
-28% -$81.2K 0.11% 121
2018
Q4 		$255K Hold
3,305
– – 0.16% 106
2018
Q3 		$347K Sell
3,305
-9
-0.3% -$933 0.19% 88
2018
Q2 		$348K Hold
3,314
– – 0.19% 83
2018
Q1 		$306K Sell
3,314
-28
-0.8% -$2.71K 0.18% 90
2017
Q4 		$313K Hold
3,342
– – 0.2% 86
2017
Q3 		$313K Sell
3,342
-975
-23% -$86.5K 0.2% 86
2017
Q2 		$382K Sell
4,317
-66
-2% -$6.09K 0.26% 75
2017
Q1 		$424K Sell
4,383
-376
-8% -$37.6K 0.29% 68
2016
Q4 		$498K Sell
4,759
-75
-2% -$7.5K 0.35% 68
2016
Q3 		$472K Buy
4,834
+153
+3% +$14.5K 0.32% 59
2016
Q2 		$445K Buy
4,681
+181
+4% +$16.7K 0.31% 58
2016
Q1 		$386K Sell
4,500
-118
-3% -$9.45K 0.27% 59
2015
Q4 		$384K Buy
4,618
+987
+27% +$90K 0.27% 60
2015
Q3 		$308K Sell
3,631
-29
-0.8% -$2.75K 0.22% 70
2015
Q2 		$391K Hold
3,660
– – 0.26% 67
2015
Q1 		$400K Buy
3,660
+71
+2% +$7.76K 0.27% 45
2014
Q4 		$401K Sell
3,589
-141
-4% -$16.8K 0.27% 46
2014
Q3 		$489K Buy
3,730
+7
+0.2% +$976 0.41% 40
2014
Q2 		$536K Buy
3,723
+75
+2% +$10.2K 0.38% 38
2014
Q1 		$468K Sell
3,648
-273
-7% -$33.7K 0.37% 39
2013
Q4 		$496K Buy
3,921
+224
+6% +$27.8K 0.34% 39
2013
Q3 		$441K Buy
3,697
+17
+0.5% +$2.01K 0.36% 33
2013
Q2 		$414K Buy
+3,680
New +$417K 0.46% 33

Other funds holding VDE

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LifePlan Financial Group's VDE Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard Energy ETF (VDE) stake by 49% in Q3 2020, selling an estimated $59.7K and leaving 1,289 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #242.

LifePlan Financial Group first reported a position in VDE in Q2 2013 and has held it in 30 quarters since. The position peaked at $536K in Q2 2014. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

  • LifePlan Financial Group held 1,289 shares of Vanguard Energy ETF worth $52K as of Q3 2020.
  • LifePlan Financial Group sold 1,256 Vanguard Energy ETF shares in Q3 2020, an estimated $59.7K.
  • Vanguard Energy ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #242 holding.
  • LifePlan Financial Group first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard Energy ETF position peaked at $536K in Q2 2014.
  • 290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.