Shamrock Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Shamrock Asset 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
2019 Q3	$38K	Buy	+490	New	+$39.2K	0.03%	144

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Shamrock Asset Management's VDE Position: Q3 2019 in Review

Shamrock Asset Management opened a new position in Vanguard Energy ETF (VDE) in Q3 2019: 490 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

281 funds tracked by Wall St. Rank hold VDE as of Q3 2019.

Shamrock Asset Management held 490 shares of Vanguard Energy ETF worth $38K as of Q3 2019.
Vanguard Energy ETF was a new Shamrock Asset Management position in Q3 2019.
Vanguard Energy ETF made up 0.03% of Shamrock Asset Management's portfolio in Q3 2019, its #144 holding.
281 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.