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Marino Stram & Associates’s Vanguard Energy ETF VDE Stock Holding History

Marino Stram & Associates’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
Q4 		– Sell
-108
Closed -$11K – 664
2018
Q3 		$11K Buy
108
+1
+0.9% +$104 0.01% 295
2018
Q2 		$11K Sell
107
-201
-65% -$20.6K 0.01% 295
2018
Q1 		$28K Buy
308
+1
+0.3% +$97 0.03% 213
2017
Q4 		$30K Buy
+307
New +$28.9K 0.03% 211

Other funds holding VDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marino Stram & Associates's VDE Position: Q4 2018 in Review

Marino Stram & Associates sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 108 shares — an estimated $11K sold.

Marino Stram & Associates first reported a position in VDE in Q4 2017 and held it in 4 quarters. The position peaked at $30K in Q4 2017. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • Marino Stram & Associates reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 108 Vanguard Energy ETF shares in Q4 2018, an estimated $11K.
  • Marino Stram & Associates first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Vanguard Energy ETF position peaked at $30K in Q4 2017.
  • 325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.