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Stonebridge Financial Planning Group’s Vanguard Energy ETF VDE Stock Holding History

Stonebridge Financial Planning Group’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
-45
Closed -$2K – 408
2020
Q2 		$2K Sell
45
-875
-95% -$43.2K ﹤0.01% 379
2020
Q1 		$41K Sell
920
-410
-31% -$26K 0.04% 185
2019
Q4 		$108K Buy
+1,330
New +$104K 0.1% 124

Other funds holding VDE

Wealthfront Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stonebridge Financial Planning Group's VDE Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Vanguard Energy ETF (VDE) in Q3 2020, closing a stake of 45 shares — an estimated $2K sold.

Stonebridge Financial Planning Group first reported a position in VDE in Q4 2019 and held it in 3 quarters. The position peaked at $108K in Q4 2019. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Vanguard Energy ETF position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 45 Vanguard Energy ETF shares in Q3 2020, an estimated $2K.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Vanguard Energy ETF position peaked at $108K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.