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Monroe Bank & Trust’s Vanguard Energy ETF VDE Stock Holding History

Monroe Bank & Trust’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
Q3 		– Sell
-71
Closed -$7K – 223
2018
Q2 		$7K Sell
71
-11
-13% -$1.13K ﹤0.01% 234
2018
Q1 		$8K Hold
82
– – ﹤0.01% 241
2017
Q4 		$8K Buy
+82
New +$7.71K ﹤0.01% 250

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Monroe Bank & Trust's VDE Position: Q3 2018 in Review

Monroe Bank & Trust sold out of Vanguard Energy ETF (VDE) in Q3 2018, closing a stake of 71 shares — an estimated $7K sold.

Monroe Bank & Trust first reported a position in VDE in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 337 funds tracked by Wall St. Rank hold VDE as of Q3 2018.

  • Monroe Bank & Trust reported no remaining Vanguard Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 71 Vanguard Energy ETF shares in Q3 2018, an estimated $7K.
  • Monroe Bank & Trust first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 3 quarters.
  • Monroe Bank & Trust's Vanguard Energy ETF position peaked at $8K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.