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Santori & Peters Inc’s Vanguard Energy ETF VDE Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-235
Closed -$21K – 516
2017
Q4 		$21K Buy
+235
New +$22.1K 0.02% 191

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Bank of America
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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
VA
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Santori & Peters Inc's VDE Position: Q1 2018 in Review

Santori & Peters Inc sold out of Vanguard Energy ETF (VDE) in Q1 2018, closing a stake of 235 shares — an estimated $21K sold.

Santori & Peters Inc first reported a position in VDE in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 323 funds tracked by Wall St. Rank hold VDE as of Q1 2018.

  • Santori & Peters Inc reported no remaining Vanguard Energy ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 235 Vanguard Energy ETF shares in Q1 2018, an estimated $21K.
  • Santori & Peters Inc first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Vanguard Energy ETF position peaked at $21K in Q4 2017.
  • 323 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.