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Pathway Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Pathway Financial 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
2018
Q1 		– Sell
-773
Closed -$76K – 479
2017
Q4 		$76K Buy
+773
New +$72.7K 0.04% 192

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Pathway Financial Advisors's VDE Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2018, closing a stake of 773 shares — an estimated $76K sold.

Pathway Financial Advisors first reported a position in VDE in Q4 2017 and held it in 1 quarter. The position peaked at $76K in Q4 2017. 323 funds tracked by Wall St. Rank hold VDE as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Vanguard Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 773 Vanguard Energy ETF shares in Q1 2018, an estimated $76K.
  • Pathway Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Vanguard Energy ETF position peaked at $76K in Q4 2017.
  • 323 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.