McAdam LLC’s Vanguard Energy ETF VDE Stock Holding History

McAdam LLC’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	-260	Closed	-$28K	–	585
2018 Q3	$28K	Hold	260	–	–	0.01%	216
2018 Q2	$27K	Hold	260	–	–	0.01%	207
2018 Q1	$24K	Buy	+260	New	+$25.2K	0.01%	218

Other funds holding VDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC's VDE Position: Q4 2018 in Review

McAdam LLC sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 260 shares — an estimated $28K sold.

McAdam LLC first reported a position in VDE in Q1 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

McAdam LLC reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 260 Vanguard Energy ETF shares in Q4 2018, an estimated $28K.
McAdam LLC first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's Vanguard Energy ETF position peaked at $28K in Q3 2018.
325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.