NewSquare Capital’s Vanguard Energy ETF VDE Stock Holding History

NewSquare Capital’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 Q4	–	Sell	-501	Closed	-$20K	–	387
2020 Q3	$20K	Buy	+501	New	+$23.8K	﹤0.01%	199

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewSquare Capital's VDE Position: Q4 2020 in Review

NewSquare Capital sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 501 shares — an estimated $20K sold.

NewSquare Capital first reported a position in VDE in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

NewSquare Capital reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
NewSquare Capital sold 501 Vanguard Energy ETF shares in Q4 2020, an estimated $20K.
NewSquare Capital first reported a position in Vanguard Energy ETF in Q3 2020 and held it in 1 quarter.
NewSquare Capital's Vanguard Energy ETF position peaked at $20K in Q3 2020.
346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on NewSquare Capital's 13F filing for Q4 2020, filed 4 Feb 2021.