PCG
VDE icon

Private Capital Group’s Vanguard Energy ETF VDE Stock Holding History

Private Capital 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
2020
Q3 		– Sell
-58
Closed -$3K – 2118
2020
Q2 		$3K Buy
58
+1
+2% +$49 ﹤0.01% 1635
2020
Q1 		$2K Buy
57
+1
+2% +$63 ﹤0.01% 1714
2019
Q4 		$4K Buy
56
+1
+2% +$78 ﹤0.01% 1574
2019
Q3 		$4K Sell
55
-53
-49% -$4.24K ﹤0.01% 1751
2019
Q2 		$11K Buy
108
+53
+96% +$4.56K ﹤0.01% 1365
2019
Q1 		$5K Sell
55
-54
-50% -$4.69K ﹤0.01% 1690
2018
Q4 		$8K Buy
109
+1
+0.9% +$92 ﹤0.01% 1480
2018
Q3 		$11K Hold
108
– – ﹤0.01% 1429
2018
Q2 		$11K Hold
108
– – ﹤0.01% 1401
2018
Q1 		$10K Sell
108
-892
-89% -$86.4K ﹤0.01% 1378
2017
Q4 		$5 Buy
+1,000
New +$94K ﹤0.01% 1657

Other funds holding VDE

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return