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O'Brien Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

O'Brien Wealth Partners’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
2018
Q4 		– Sell
-40
Closed -$4K – 189
2018
Q3 		$4K Buy
+40
New +$4.15K ﹤0.01% 177

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O'Brien Wealth Partners's VDE Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 40 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in VDE in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 40 Vanguard Energy ETF shares in Q4 2018, an estimated $4K.
  • O'Brien Wealth Partners first reported a position in Vanguard Energy ETF in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard Energy ETF position peaked at $4K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.