Regal Wealth Group’s Vanguard Energy ETF VDE Stock Holding History

Regal Wealth 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 Q1	–	Sell	-20	Closed	-$2K	–	203
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	185
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	164
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	155
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	151
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	149
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	151
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	156
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	161
2017 Q4	$2K	Buy	+20	New	+$1.88K	﹤0.01%	161

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

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

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Regal Wealth Group's VDE Position: Q1 2020 in Review

Regal Wealth Group sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 20 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in VDE in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 285 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Regal Wealth Group reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Regal Wealth Group sold 20 Vanguard Energy ETF shares in Q1 2020, an estimated $2K.
Regal Wealth Group first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 9 quarters.
Regal Wealth Group's Vanguard Energy ETF position peaked at $2K in Q4 2019.
285 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.