Mosaic Family Wealth’s Vanguard Energy ETF VDE Stock Holding History

Mosaic Family Wealth’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	-526	Closed	-$48.2K	–	655
2018 Q3	$47K	Sell	526 -2,514	-83%	-$261K	0.02%	325
2018 Q2	$319K	Hold	3,040	–	–	0.12%	119
2018 Q1	$281K	Hold	3,040	–	–	0.1%	129
2017 Q4	$301K	Buy	+3,040	New	+$286K	0.11%	130

Other funds holding VDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Mosaic Family Wealth's VDE Position: Q4 2018 in Review

Mosaic Family Wealth sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 526 shares — an estimated $48.2K sold.

Mosaic Family Wealth first reported a position in VDE in Q4 2017 and held it in 4 quarters. The position peaked at $319K in Q2 2018. 324 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

Mosaic Family Wealth reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
Mosaic Family Wealth sold 526 Vanguard Energy ETF shares in Q4 2018, an estimated $48.2K.
Mosaic Family Wealth first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 4 quarters.
Mosaic Family Wealth's Vanguard Energy ETF position peaked at $319K in Q2 2018.
324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Mosaic Family Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.