Live Your Vision’s Vanguard Energy ETF VDE Stock Holding History

Live Your Vision’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 Q1	$4K	Hold	47	–	–	﹤0.01%	245
2018 Q4	$4K	Hold	47	–	–	﹤0.01%	221
2018 Q3	$5K	Sell	47 -1	-2%	-$104	﹤0.01%	227
2018 Q2	$5K	Buy	+48	New	+$4.91K	﹤0.01%	273
2015 Q4	–	Sell	-1,000	Closed	-$85K	–	254
2015 Q3	$85K	Buy	+1,000	New	+$94.9K	0.04%	87
2015 Q2	–	Sell	-2,000	Closed	-$219K	–	67
2015 Q1	$219K	Buy	+2,000	New	+$218K	0.1%	55

Other funds holding VDE

BCMIO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

RMC

Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return

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

Live Your Vision's VDE Position: Q1 2019 in Review

Live Your Vision held its Vanguard Energy ETF (VDE) position steady in Q1 2019 at 47 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Live Your Vision first reported a position in VDE in Q1 2015 and has held it in 6 quarters since. The position peaked at $219K in Q1 2015. 331 funds tracked by Wall St. Rank hold VDE as of Q1 2019.

Live Your Vision held 47 shares of Vanguard Energy ETF worth $4K as of Q1 2019.
Live Your Vision left its Vanguard Energy ETF share count unchanged in Q1 2019.
Vanguard Energy ETF made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #245 holding.
Live Your Vision first reported a position in Vanguard Energy ETF in Q1 2015 and has held it in 6 quarters since.
Live Your Vision's Vanguard Energy ETF position peaked at $219K in Q1 2015.
331 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.