Mariner Independent Advisor Network’s Vanguard Energy ETF VDE Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-10,119	Closed	-$934K	–	304
2018 Q1	$934K	Sell	10,119 -226	-2%	-$21.9K	0.06%	223
2017 Q4	$1.02M	Buy	+10,345	New	+$973K	0.11%	178
2017 Q3	–	Sell	-45,802	Closed	-$4.05M	–	198
2017 Q2	$4.05M	Buy	45,802 +39,740	+656%	+$3.67M	0.58%	56
2017 Q1	$586K	Sell	6,062 -36,809	-86%	-$3.68M	0.07%	144
2016 Q4	$4.49M	Buy	+42,871	New	+$4.29M	0.73%	42
2015 Q1	–	Sell	-2,033	Closed	-$227K	–	159
2014 Q4	$227K	Buy	+2,033	New	+$242K	0.11%	151

Other funds holding VDE

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

Creative Planning

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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 $501B AUM 22.01% 1-Year Est. Return