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RGT Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

RGT Wealth 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
2017
Q1 		– Sell
-3,178
Closed -$333K – 133
2016
Q4 		$333K Sell
3,178
-2,768
-47% -$277K 0.19% 72
2016
Q3 		$581K Buy
+5,946
New +$565K 0.36% 41

Other funds holding VDE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

RGT Wealth Advisors's VDE Position: Q1 2017 in Review

RGT Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2017, closing a stake of 3,178 shares — an estimated $333K sold.

RGT Wealth Advisors first reported a position in VDE in Q3 2016 and held it in 2 quarters. The position peaked at $581K in Q3 2016. 264 funds tracked by Wall St. Rank hold VDE as of Q1 2017.

  • RGT Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 3,178 Vanguard Energy ETF shares in Q1 2017, an estimated $333K.
  • RGT Wealth Advisors first reported a position in Vanguard Energy ETF in Q3 2016 and held it in 2 quarters.
  • RGT Wealth Advisors's Vanguard Energy ETF position peaked at $581K in Q3 2016.
  • 264 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.