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MYCIO Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-8,676
Closed -$707K – 370
2019
Q4 		$707K Buy
8,676
+39
+0.5% +$3.04K 0.05% 160
2019
Q3 		$674K Sell
8,637
-1,563
-15% -$125K 0.05% 146
2019
Q2 		$867K Buy
10,200
+230
+2% +$19.8K 0.07% 118
2019
Q1 		$891K Buy
9,970
+20
+0.2% +$1.74K 0.07% 113
2018
Q4 		$767K Buy
9,950
+4,991
+101% +$457K 0.07% 122
2018
Q3 		$521K Buy
4,959
+533
+12% +$55.3K 0.05% 148
2018
Q2 		$465K Hold
4,426
– – 0.05% 159
2018
Q1 		$409K Sell
4,426
-291
-6% -$28.2K 0.05% 148
2017
Q4 		$468K Buy
4,717
+51
+1% +$4.79K 0.05% 144
2017
Q3 		$436K Sell
4,666
-144
-3% -$12.8K 0.05% 151
2017
Q2 		$426K Buy
4,810
+64
+1% +$5.9K 0.05% 138
2017
Q1 		$459K Buy
4,746
+18
+0.4% +$1.8K 0.06% 140
2016
Q4 		$495K Buy
4,728
+4,324
+1,070% +$432K 0.07% 120
2016
Q3 		$39K Buy
404
+13
+3% +$1.24K 0.01% 386
2016
Q2 		$37K Buy
391
+2
+0.5% +$184 0.01% 381
2016
Q1 		$33K Buy
389
+3
+0.8% +$240 0.01% 372
2015
Q4 		$32K Buy
386
+3
+0.8% +$274 0.01% 346
2015
Q3 		$32K Buy
383
+9
+2% +$854 0.01% 357
2015
Q2 		$40K Hold
374
– – 0.01% 325
2015
Q1 		$41K Hold
374
– – 0.01% 310
2014
Q4 		$42K Buy
374
+7
+2% +$835 0.01% 289
2014
Q3 		$48K Hold
367
– – 0.01% 256
2014
Q2 		$53K Hold
367
– – 0.01% 257
2014
Q1 		$47K Hold
367
– – 0.01% 266
2013
Q4 		$46K Buy
367
+6
+2% +$745 0.01% 252
2013
Q3 		$43K Hold
361
– – 0.01% 248
2013
Q2 		$41K Buy
+361
New +$40.9K 0.01% 245

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MYCIO Wealth Partners's VDE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 8,676 shares — an estimated $707K sold.

MYCIO Wealth Partners first reported a position in VDE in Q2 2013 and held it in 27 quarters. The position peaked at $891K in Q1 2019. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 8,676 Vanguard Energy ETF shares in Q1 2020, an estimated $707K.
  • MYCIO Wealth Partners first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Vanguard Energy ETF position peaked at $891K in Q1 2019.
  • 285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.