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Pacific Capital Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Pacific Capital 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
2020
Q4 		– Sell
-135
Closed -$5K – 189
2020
Q3 		$5K Buy
+135
New +$6.42K ﹤0.01% 190

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Pacific Capital Wealth Advisors's VDE Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2020, closing a stake of 135 shares — an estimated $5K sold.

Pacific Capital Wealth Advisors first reported a position in VDE in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 135 Vanguard Energy ETF shares in Q4 2020, an estimated $5K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Energy ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Vanguard Energy ETF position peaked at $5K in Q3 2020.
  • 346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.