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PagnatoKarp Partners’s Vanguard Energy ETF VDE Stock Holding History

PagnatoKarp 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
2017
Q1 		– Sell
-8,520
Closed -$892K – 131
2016
Q4 		$892K Buy
+8,520
New +$852K 0.27% 51

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W
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UBS Group
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Vanguard Group
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ACI
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PagnatoKarp Partners's VDE Position: Q1 2017 in Review

PagnatoKarp Partners sold out of Vanguard Energy ETF (VDE) in Q1 2017, closing a stake of 8,520 shares — an estimated $892K sold.

PagnatoKarp Partners first reported a position in VDE in Q4 2016 and held it in 1 quarter. The position peaked at $892K in Q4 2016. 264 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • PagnatoKarp Partners reported no remaining Vanguard Energy ETF position as of Q1 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 8,520 Vanguard Energy ETF shares in Q1 2017, an estimated $892K.
  • PagnatoKarp Partners first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 1 quarter.
  • PagnatoKarp Partners's Vanguard Energy ETF position peaked at $892K in Q4 2016.
  • 264 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

Based on PagnatoKarp Partners's 13F filing for Q1 2017, filed 15 May 2017.