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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 $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $141B AUM 34.18% 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 $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Regal Investment Advisors's VDE Position: Q4 2015 in Review

Regal Investment Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2015, closing a stake of 425 shares — an estimated $36K sold.

Regal Investment Advisors first reported a position in VDE in Q2 2013 and held it in 10 quarters. The position peaked at $170K in Q3 2014. 234 funds tracked by Wall St. Rank hold VDE as of Q4 2015.

  • Regal Investment Advisors reported no remaining Vanguard Energy ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 425 Vanguard Energy ETF shares in Q4 2015, an estimated $36K.
  • Regal Investment Advisors first reported a position in Vanguard Energy ETF in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Vanguard Energy ETF position peaked at $170K in Q3 2014.
  • 234 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.