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Matthew Goff Investment Advisor’s Vanguard Energy ETF VDE Stock Holding History

Matthew Goff Investment Advisor’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
-3,500
Closed -$323K – 84
2018
Q1 		$323K Hold
3,500
– – 0.14% 63
2017
Q4 		$346K Hold
3,500
– – 0.15% 62
2017
Q3 		$328K Buy
+3,500
New +$311K 0.14% 63

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Matthew Goff Investment Advisor's VDE Position: Q2 2018 in Review

Matthew Goff Investment Advisor sold out of Vanguard Energy ETF (VDE) in Q2 2018, closing a stake of 3,500 shares — an estimated $323K sold.

Matthew Goff Investment Advisor first reported a position in VDE in Q3 2017 and held it in 3 quarters. The position peaked at $346K in Q4 2017. 334 funds tracked by Wall St. Rank hold VDE as of Q2 2018.

  • Matthew Goff Investment Advisor reported no remaining Vanguard Energy ETF position as of Q2 2018 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 3,500 Vanguard Energy ETF shares in Q2 2018, an estimated $323K.
  • Matthew Goff Investment Advisor first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 3 quarters.
  • Matthew Goff Investment Advisor's Vanguard Energy ETF position peaked at $346K in Q4 2017.
  • 334 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2018.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2018, filed 13 Aug 2018.