Ranch Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-134	Closed	-$10K	–	564
2021 Q3	$10K	Sell	134 -20	-13%	-$1.4K	0.01%	472
2021 Q2	$11K	Buy	154 +1	+0.7%	+$72	0.01%	627
2021 Q1	$10K	Buy	153 +2	+1%	+$128	0.01%	634
2020 Q4	$7K	Buy	151 +1	+0.7%	+$47	0.01%	687
2020 Q3	$6K	Buy	150 +2	+1%	+$95	﹤0.01%	702
2020 Q2	$7K	Buy	148 +2	+1%	+$99	0.01%	707
2020 Q1	$5K	Buy	146 +1	+0.7%	+$63	﹤0.01%	721
2019 Q4	$12K	Buy	+145	New	+$11.3K	0.01%	627

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Ranch Capital Advisors's VDE Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 134 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in VDE in Q4 2019 and held it in 8 quarters. The position peaked at $12K in Q4 2019. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

Ranch Capital Advisors reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 134 Vanguard Energy ETF shares in Q4 2021, an estimated $10K.
Ranch Capital Advisors first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Vanguard Energy ETF position peaked at $12K in Q4 2019.
478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.