RIA
VDE icon

Regal Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-425
Closed -$36K – 859
2015
Q3 		$36K Sell
425
-271
-39% -$25.7K 0.01% 466
2015
Q2 		$74K Sell
696
-17
-2% -$1.91K 0.02% 375
2015
Q1 		$78K Sell
713
-234
-25% -$25.6K 0.02% 376
2014
Q4 		$106K Sell
947
-352
-27% -$42K 0.03% 295
2014
Q3 		$170K Buy
1,299
+260
+25% +$36.3K 0.05% 236
2014
Q2 		$150K Sell
1,039
-283
-21% -$38.5K 0.05% 232
2014
Q1 		$170K Buy
1,322
+170
+15% +$21K 0.07% 202
2013
Q4 		$146K Buy
1,152
+271
+31% +$33.7K 0.08% 173
2013
Q3 		$105K Buy
881
+258
+41% +$30.5K 0.06% 233
2013
Q2 		$70K Buy
+623
New +$70.5K 0.04% 267

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return