Northwest Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-21	Closed	-$2K	–	453
2019 Q1	$2K	Sell	21 -70	-77%	-$6.08K	﹤0.01%	484
2018 Q4	$7K	Hold	91	–	–	0.01%	363
2018 Q3	$10K	Sell	91 -250	-73%	-$25.9K	0.01%	357
2018 Q2	$36K	Hold	341	–	–	0.03%	245
2018 Q1	$31K	Buy	+341	New	+$33K	0.02%	265

Other funds holding VDE

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

BCMIO

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

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

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

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

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwest Wealth Management's VDE Position: Q2 2019 in Review

Northwest Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2019, closing a stake of 21 shares — an estimated $2K sold.

Northwest Wealth Management first reported a position in VDE in Q1 2018 and held it in 5 quarters. The position peaked at $36K in Q2 2018. 316 funds tracked by Wall St. Rank hold VDE as of Q2 2019.

Northwest Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 21 Vanguard Energy ETF shares in Q2 2019, an estimated $2K.
Northwest Wealth Management first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Vanguard Energy ETF position peaked at $36K in Q2 2018.
316 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.