Pacifica Partners’s Vanguard Energy ETF VDE Stock Holding History

Pacifica 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
2021 Q4	–	Sell	-30	Closed	-$2K	–	517
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	452
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	442
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	383
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	355
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	335
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	365
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	360
2019 Q4	$2K	Buy	+30	New	+$2.33K	﹤0.01%	339

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

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

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Pacifica Partners's VDE Position: Q4 2021 in Review

Pacifica Partners sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 30 shares — an estimated $2K sold.

Pacifica Partners first reported a position in VDE in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

Pacifica Partners reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
Pacifica Partners sold 30 Vanguard Energy ETF shares in Q4 2021, an estimated $2K.
Pacifica Partners first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 8 quarters.
Pacifica Partners's Vanguard Energy ETF position peaked at $2K in Q3 2021.
478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Pacifica Partners's 13F filing for Q4 2021, filed 13 Jan 2022.