Spearhead Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Spearhead Capital 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 Q3	–	Sell	-4,955	Closed	-$249K	–	187
2020 Q2	$249K	Sell	4,955 -30,482	-86%	-$1.5M	0.05%	130
2020 Q1	$1.35M	Buy	35,437 +3,987	+13%	+$253K	0.39%	64
2019 Q4	$2.56M	Buy	31,450 +28,148	+852%	+$2.19M	0.64%	56
2019 Q3	$258K	Sell	3,302 -83	-2%	-$6.64K	0.07%	75
2019 Q2	$288K	Buy	3,385 +228	+7%	+$19.6K	0.08%	71
2019 Q1	$282K	Buy	+3,157	New	+$274K	0.09%	69

Other funds holding VDE

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spearhead Capital Advisors's VDE Position: Q3 2020 in Review

Spearhead Capital Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2020, closing a stake of 4,955 shares — an estimated $249K sold.

Spearhead Capital Advisors first reported a position in VDE in Q1 2019 and held it in 6 quarters. The position peaked at $2.56M in Q4 2019. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

Spearhead Capital Advisors reported no remaining Vanguard Energy ETF position as of Q3 2020 after selling out during the quarter.
Spearhead Capital Advisors sold 4,955 Vanguard Energy ETF shares in Q3 2020, an estimated $249K.
Spearhead Capital Advisors first reported a position in Vanguard Energy ETF in Q1 2019 and held it in 6 quarters.
Spearhead Capital Advisors's Vanguard Energy ETF position peaked at $2.56M in Q4 2019.
290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on Spearhead Capital Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.