SGS
VDE icon

Sterling Global Strategies’s Vanguard Energy ETF VDE Stock Holding History

Sterling Global Strategies’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
Q1 		– Sell
-1,000
Closed -$77.1K – 186
2018
Q4 		$77.1K Buy
+1,000
New +$91.6K 0.39% 49

Other funds holding VDE

BCMIO
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sterling Global Strategies's VDE Position: Q1 2019 in Review

Sterling Global Strategies sold out of Vanguard Energy ETF (VDE) in Q1 2019, closing a stake of 1,000 shares — an estimated $77.1K sold.

Sterling Global Strategies first reported a position in VDE in Q4 2018 and held it in 1 quarter. The position peaked at $77.1K in Q4 2018. 331 funds tracked by Wall St. Rank hold VDE as of Q1 2019.

  • Sterling Global Strategies reported no remaining Vanguard Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 1,000 Vanguard Energy ETF shares in Q1 2019, an estimated $77.1K.
  • Sterling Global Strategies first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 1 quarter.
  • Sterling Global Strategies's Vanguard Energy ETF position peaked at $77.1K in Q4 2018.
  • 331 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.