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Personal Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Personal 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
2020
Q1 		– Sell
-356
Closed -$29K – 590
2019
Q4 		$29K Hold
356
– – 0.01% 177
2019
Q3 		$28K Buy
356
+258
+263% +$20.7K 0.01% 180
2019
Q2 		$8K Buy
+98
New +$8.44K ﹤0.01% 229

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Personal Wealth Partners's VDE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 356 shares — an estimated $29K sold.

Personal Wealth Partners first reported a position in VDE in Q2 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Personal Wealth Partners reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 356 Vanguard Energy ETF shares in Q1 2020, an estimated $29K.
  • Personal Wealth Partners first reported a position in Vanguard Energy ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Vanguard Energy ETF position peaked at $29K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.