Polaris Wealth Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-967	Closed	-$102K	–	445
2018 Q3	$102K	Buy	+967	New	+$100K	0.01%	191
2018 Q2	–	Sell	-73	Closed	-$7K	–	426
2018 Q1	$7K	Buy	+73	New	+$7.07K	﹤0.01%	388

Other funds holding VDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Polaris Wealth Advisory Group's VDE Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 967 shares — an estimated $102K sold.

Polaris Wealth Advisory Group first reported a position in VDE in Q1 2018 and held it in 2 quarters. The position peaked at $102K in Q3 2018. 325 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 967 Vanguard Energy ETF shares in Q4 2018, an estimated $102K.
Polaris Wealth Advisory Group first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Vanguard Energy ETF position peaked at $102K in Q3 2018.
325 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.