MWC
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MBM Wealth Consultants’s Vanguard Energy ETF VDE Stock Holding History

MBM Wealth Consultants’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
Q3 		– Sell
-6
Closed -$1K – 224
2019
Q2 		$1K Hold
6
– – ﹤0.01% 220
2019
Q1 		$1K Hold
6
– – ﹤0.01% 212
2018
Q4 		$0 Buy
+6
New +$549 ﹤0.01% 235

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MBM Wealth Consultants's VDE Position: Q3 2019 in Review

MBM Wealth Consultants sold out of Vanguard Energy ETF (VDE) in Q3 2019, closing a stake of 6 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in VDE in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 282 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

  • MBM Wealth Consultants reported no remaining Vanguard Energy ETF position as of Q3 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 6 Vanguard Energy ETF shares in Q3 2019, an estimated $1K.
  • MBM Wealth Consultants first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 3 quarters.
  • MBM Wealth Consultants's Vanguard Energy ETF position peaked at $1K in Q2 2019.
  • 282 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on MBM Wealth Consultants's 13F filing for Q3 2019, filed 30 Oct 2019.