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Monument Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Monument Capital 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
2018
Q4 		– Sell
-350
Closed -$37K – 295
2018
Q3 		$37K Buy
+350
New +$36.3K 0.02% 138

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monument Capital Management's VDE Position: Q4 2018 in Review

Monument Capital Management sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 350 shares — an estimated $37K sold.

Monument Capital Management first reported a position in VDE in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • Monument Capital Management reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 350 Vanguard Energy ETF shares in Q4 2018, an estimated $37K.
  • Monument Capital Management first reported a position in Vanguard Energy ETF in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's Vanguard Energy ETF position peaked at $37K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.