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Selective Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Selective Wealth Management’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
-300
Closed -$16K – 429
2020
Q4 		$16K Buy
+300
New +$14K 0.01% 206

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Selective Wealth Management's VDE Position: Q1 2021 in Review

Selective Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2021, closing a stake of 300 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in VDE in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 396 funds tracked by Wall St. Rank hold VDE as of Q1 2021.

  • Selective Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Selective Wealth Management sold 300 Vanguard Energy ETF shares in Q1 2021, an estimated $16K.
  • Selective Wealth Management first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 1 quarter.
  • Selective Wealth Management's Vanguard Energy ETF position peaked at $16K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.