Starfire Investment Advisers’s Vanguard Energy ETF VDE Stock Holding History

Starfire Investment Advisers’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 Q1	–	Sell	-4,395	Closed	-$358K	–	167
2019 Q4	$358K	Buy	4,395 +572	+15%	+$44.5K	0.14%	130
2019 Q3	$298K	Buy	+3,823	New	+$306K	0.12%	136
2017 Q1	–	Sell	-2,125	Closed	-$222K	–	152
2016 Q4	$222K	Hold	2,125	–	–	0.13%	127
2016 Q3	$208K	Buy	+2,125	New	+$202K	0.12%	129
2015 Q3	–	Sell	-2,105	Closed	-$225K	–	131
2015 Q2	$225K	Sell	2,105 -80	-4%	-$9K	0.15%	121
2015 Q1	$239K	Buy	+2,185	New	+$239K	0.16%	117

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

AWS

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Starfire Investment Advisers's VDE Position: Q1 2020 in Review

Starfire Investment Advisers sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 4,395 shares — an estimated $358K sold.

Starfire Investment Advisers first reported a position in VDE in Q1 2015 and held it in 6 quarters. The position peaked at $358K in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Starfire Investment Advisers reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Starfire Investment Advisers sold 4,395 Vanguard Energy ETF shares in Q1 2020, an estimated $358K.
Starfire Investment Advisers first reported a position in Vanguard Energy ETF in Q1 2015 and held it in 6 quarters.
Starfire Investment Advisers's Vanguard Energy ETF position peaked at $358K in Q4 2019.
286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Starfire Investment Advisers's 13F filing for Q1 2020, filed 14 Apr 2020.