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Safeguard Investment Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-215
Closed -$11K – 687
2020
Q4 		$11K Buy
+215
New +$10K 0.01% 400

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Bank of America
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Morgan Stanley
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Safeguard Investment Advisory Group's VDE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard Energy ETF (VDE) in Q1 2021, closing a stake of 215 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in VDE in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 396 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 215 Vanguard Energy ETF shares in Q1 2021, an estimated $11K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard Energy ETF position peaked at $11K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.