Nan Shan Life Insurance’s Vanguard Energy ETF VDE Stock Holding History

Nan Shan Life Insurance’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 Q4	–	Sell	-32,500	Closed	-$2.54M	–	101
2019 Q3	$2.54M	Sell	32,500 -12,500	-28%	-$1M	0.07%	79
2019 Q2	$3.83M	Hold	45,000	–	–	0.1%	78
2019 Q1	$4.02M	Hold	45,000	–	–	0.08%	86
2018 Q4	$3.47M	Hold	45,000	–	–	0.08%	94
2018 Q3	$4.73M	Hold	45,000	–	–	0.09%	89
2018 Q2	$4.73M	Hold	45,000	–	–	0.11%	80
2018 Q1	$4.16M	Hold	45,000	–	–	0.08%	89
2017 Q4	$4.45M	Hold	45,000	–	–	0.12%	68
2017 Q3	$4.21M	Hold	45,000	–	–	0.09%	75
2017 Q2	$3.98M	Sell	45,000 -9,316	-17%	-$859K	0.1%	60
2017 Q1	$5.25M	Buy	54,316 +9,316	+21%	+$931K	0.13%	60
2016 Q4	$4.71M	Hold	45,000	–	–	0.18%	52
2016 Q3	$4.4M	Hold	45,000	–	–	0.13%	62
2016 Q2	$4.28M	Hold	45,000	–	–	0.17%	55
2016 Q1	$3.86M	Hold	45,000	–	–	0.17%	57
2015 Q4	$3.74M	Hold	45,000	–	–	0.21%	51
2015 Q3	$3.81M	Hold	45,000	–	–	0.21%	52
2015 Q2	$4.81M	Hold	45,000	–	–	0.26%	61
2015 Q1	$4.92M	Buy	+45,000	New	+$4.92M	0.35%	53

Other funds holding VDE

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

Bank of America

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

Manulife (Manufacturers Life Insurance)

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

Wealthfront Advisers

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

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

Envestnet Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return