Rowland Carmichael Advisors’s Vanguard Energy ETF VDE Stock Holding History

Rowland Carmichael 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
2020 Q4	$5K	Buy	+100	New	+$4.67K	﹤0.01%	365

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWS

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

Rowland Carmichael Advisors's VDE Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Vanguard Energy ETF (VDE) in Q4 2020: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

Rowland Carmichael Advisors held 100 shares of Vanguard Energy ETF worth $5K as of Q4 2020.
Vanguard Energy ETF was a new Rowland Carmichael Advisors position in Q4 2020.
Vanguard Energy ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #365 holding.
346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.