Nachman Norwood & Parrott’s Vanguard Energy ETF VDE Stock Holding History

Nachman Norwood & Parrott’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
2021 Q2	$693K	Buy	9,135 +84	+0.9%	+$6.09K	0.07%	157
2021 Q1	$615K	Hold	9,051	–	–	0.07%	161
2020 Q4	$469K	Buy	9,051 +274	+3%	+$12.8K	0.05%	180
2020 Q3	$354K	Buy	8,777 +517	+6%	+$24.6K	0.05%	189
2020 Q2	$415K	Sell	8,260 -541	-6%	-$26.7K	0.07%	171
2020 Q1	$336K	Buy	+8,801	New	+$558K	0.07%	167
2019 Q3	–	Sell	-2,572	Closed	-$219K	–	241
2019 Q2	$219K	Buy	2,572 +2	+0.1%	+$172	0.04%	230
2019 Q1	$230K	Buy	+2,570	New	+$223K	0.04%	215

Other funds holding VDE

BCMIO

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Nachman Norwood & Parrott's VDE Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Energy ETF (VDE) stake by 0.93% in Q2 2021, buying an estimated $6.09K and bringing the position to 9,135 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #157.

Nachman Norwood & Parrott first reported a position in VDE in Q1 2019 and has held it in 8 quarters since. 425 funds tracked by Wall St. Rank hold VDE as of Q2 2021.

Nachman Norwood & Parrott held 9,135 shares of Vanguard Energy ETF worth $693K as of Q2 2021.
Nachman Norwood & Parrott bought 84 Vanguard Energy ETF shares in Q2 2021, an estimated $6.09K.
Vanguard Energy ETF made up 0.07% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #157 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Energy ETF in Q1 2019 and has held it in 8 quarters since.
425 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.