SWS Partners’s Vanguard Energy ETF VDE Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-29	Closed	-$3K	–	302
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	343
2017 Q4	$3K	Buy	+29	New	+$2.73K	﹤0.01%	354

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SWS Partners's VDE Position: Q2 2018 in Review

SWS Partners sold out of Vanguard Energy ETF (VDE) in Q2 2018, closing a stake of 29 shares — an estimated $3K sold.

SWS Partners first reported a position in VDE in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 334 funds tracked by Wall St. Rank hold VDE as of Q2 2018.

SWS Partners reported no remaining Vanguard Energy ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 29 Vanguard Energy ETF shares in Q2 2018, an estimated $3K.
SWS Partners first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's Vanguard Energy ETF position peaked at $3K in Q1 2018.
334 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.