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Sterling Investment Advisors (Pennsylvania)’s Vanguard Energy ETF VDE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		– Sell
-200
Closed -$7K – 449
2020
Q1 		$7K Hold
200
– – ﹤0.01% 335
2019
Q4 		$16K Hold
200
– – 0.01% 316
2019
Q3 		$16K Hold
200
– – 0.01% 314
2019
Q2 		$17K Hold
200
– – 0.01% 312
2019
Q1 		$18K Hold
200
– – 0.01% 301
2018
Q4 		$15K Hold
200
– – 0.01% 306
2018
Q3 		$21K Hold
200
– – 0.01% 306
2018
Q2 		$21K Hold
200
– – 0.01% 289
2018
Q1 		$18K Hold
200
– – 0.01% 281
2017
Q4 		$20K Hold
200
– – 0.01% 262
2017
Q3 		$19K Hold
200
– – 0.01% 257
2017
Q2 		$18K Hold
200
– – 0.01% 264
2017
Q1 		$19K Hold
200
– – 0.01% 254
2016
Q4 		$21K Buy
+200
New +$20K 0.02% 215

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VDE Position: Q2 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Energy ETF (VDE) in Q2 2020, closing a stake of 200 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VDE in Q4 2016 and held it in 14 quarters. The position peaked at $21K in Q3 2018. 306 funds tracked by Wall St. Rank hold VDE as of Q2 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 Vanguard Energy ETF shares in Q2 2020, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 14 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Vanguard Energy ETF position peaked at $21K in Q3 2018.
  • 306 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2020, filed 24 Jul 2020.