PCM
VDE icon

Poehling Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Poehling Capital Management’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
Q2 		– Sell
-100
Closed -$9K – 330
2018
Q1 		$9K Hold
100
– – 0.01% 241
2017
Q4 		$10K Buy
+100
New +$9.4K 0.01% 223

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Poehling Capital Management's VDE Position: Q2 2018 in Review

Poehling Capital Management sold out of Vanguard Energy ETF (VDE) in Q2 2018, closing a stake of 100 shares — an estimated $9K sold.

Poehling Capital Management first reported a position in VDE in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 334 funds tracked by Wall St. Rank hold VDE as of Q2 2018.

  • Poehling Capital Management reported no remaining Vanguard Energy ETF position as of Q2 2018 after selling out during the quarter.
  • Poehling Capital Management sold 100 Vanguard Energy ETF shares in Q2 2018, an estimated $9K.
  • Poehling Capital Management first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 2 quarters.
  • Poehling Capital Management's Vanguard Energy ETF position peaked at $10K in Q4 2017.
  • 334 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2018.

Based on Poehling Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.