Mid Atlantic Financial Management’s Vanguard Energy ETF VDE Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$1.54M	Buy	20,832 +10,799	+108%	+$753K	0.1%	171
2021 Q2	$761K	Buy	10,033 +1,828	+22%	+$132K	0.05%	334
2021 Q1	$558K	Buy	8,205 +3,525	+75%	+$225K	0.04%	398
2020 Q4	$243K	Sell	4,680 -457	-9%	-$21.4K	0.02%	657
2020 Q3	$230K	Buy	5,137 +405	+9%	+$19.3K	0.02%	623
2020 Q2	$238K	Buy	+4,732	New	+$233K	0.02%	561
2020 Q1	–	Sell	-5,825	Closed	-$475K	–	774
2019 Q4	$475K	Buy	5,825 +270	+5%	+$21K	0.04%	402
2019 Q3	$433K	Buy	5,555 +1,241	+29%	+$99.3K	0.05%	388
2019 Q2	$367K	Sell	4,314 -30	-0.7%	-$2.58K	0.04%	460
2019 Q1	$388K	Sell	4,344 -104	-2%	-$9.03K	0.04%	432
2018 Q4	$343K	Buy	+4,448	New	+$407K	0.04%	437

Other funds holding VDE

BCMIO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Mid Atlantic Financial Management's VDE Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Energy ETF (VDE) stake by 108% in Q3 2021, buying an estimated $753K and bringing the position to 20,832 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #171.

Mid Atlantic Financial Management first reported a position in VDE in Q4 2018 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold VDE as of Q3 2021.

Mid Atlantic Financial Management held 20,832 shares of Vanguard Energy ETF worth $1.54M as of Q3 2021.
Mid Atlantic Financial Management bought 10,799 Vanguard Energy ETF shares in Q3 2021, an estimated $753K.
Vanguard Energy ETF made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #171 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 11 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.