NCM
VDE icon

Nelson Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Nelson Capital Management’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
-3,590
Closed -$293K – 103
2019
Q4 		$293K Buy
+3,590
New +$279K 0.06% 86

Other funds holding VDE

BCMIO
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Nelson Capital Management's VDE Position: Q1 2020 in Review

Nelson Capital Management sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 3,590 shares — an estimated $293K sold.

Nelson Capital Management first reported a position in VDE in Q4 2019 and held it in 1 quarter. The position peaked at $293K in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Nelson Capital Management reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Nelson Capital Management sold 3,590 Vanguard Energy ETF shares in Q1 2020, an estimated $293K.
  • Nelson Capital Management first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 1 quarter.
  • Nelson Capital Management's Vanguard Energy ETF position peaked at $293K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Nelson Capital Management's 13F filing for Q1 2020, filed 12 May 2020.