New England Private Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

New England Private Wealth Advisors’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	-9,290	Closed	-$724K	–	158
2019 Q3	$724K	Hold	9,290	–	–	0.18%	73
2019 Q2	$789K	Hold	9,290	–	–	0.19%	72
2019 Q1	$830K	Hold	9,290	–	–	0.22%	63
2018 Q4	$716K	Buy	+9,290	New	+$851K	0.21%	68

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Private Wealth Advisors's VDE Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2019, closing a stake of 9,290 shares — an estimated $724K sold.

New England Private Wealth Advisors first reported a position in VDE in Q4 2018 and held it in 4 quarters. The position peaked at $830K in Q1 2019. 321 funds tracked by Wall St. Rank hold VDE as of Q4 2019.

New England Private Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 9,290 Vanguard Energy ETF shares in Q4 2019, an estimated $724K.
New England Private Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 4 quarters.
New England Private Wealth Advisors's Vanguard Energy ETF position peaked at $830K in Q1 2019.
321 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.