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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return