MUFG Americas’s Vanguard Energy ETF VDE Stock Holding History

MUFG Americas’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
2019 Q2	–	Sell	-175	Closed	-$16K	–	920
2019 Q1	$16K	Hold	175	–	–	﹤0.01%	703
2018 Q4	$13K	Buy	+175	New	+$16K	﹤0.01%	617
2017 Q4	–	Sell	-54	Closed	-$5K	–	1159
2017 Q3	$5K	Sell	54 -91	-63%	-$8.07K	﹤0.01%	944
2017 Q2	$13K	Buy	+145	New	+$13.4K	﹤0.01%	801
2016 Q3	–	Sell	-250	Closed	-$24K	–	1154
2016 Q2	$24K	Hold	250	–	–	﹤0.01%	671
2016 Q1	$21K	Sell	250 -1,280	-84%	-$103K	﹤0.01%	701
2015 Q4	$127K	Buy	1,530 +995	+186%	+$90.7K	﹤0.01%	485
2015 Q3	$45K	Buy	535 +100	+23%	+$9.49K	﹤0.01%	617
2015 Q2	$47K	Hold	435	–	–	﹤0.01%	629
2015 Q1	$48K	Hold	435	–	–	﹤0.01%	674
2014 Q4	$49K	Hold	435	–	–	﹤0.01%	674
2014 Q3	$57K	Buy	435 +60	+16%	+$8.37K	﹤0.01%	653
2014 Q2	$54K	Sell	375 -400	-52%	-$54.4K	﹤0.01%	661
2014 Q1	$99K	Buy	775 +400	+107%	+$49.3K	﹤0.01%	572
2013 Q4	$47K	Buy	375 +75	+25%	+$9.31K	﹤0.01%	689
2013 Q3	$36K	Sell	300 -4,100	-93%	-$484K	﹤0.01%	765
2013 Q2	$495K	Buy	+4,400	New	+$498K	0.01%	680

Other funds holding VDE

Wealthfront Advisers

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance)

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

Bank of America

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

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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