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TFO Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

TFO Wealth 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
2020
Q2 		– Sell
-970
Closed -$37K – 158
2020
Q1 		$37K Buy
+970
New +$61.5K 0.02% 65

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BO
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AA
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TFO Wealth Partners's VDE Position: Q2 2020 in Review

TFO Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q2 2020, closing a stake of 970 shares — an estimated $37K sold.

TFO Wealth Partners first reported a position in VDE in Q1 2020 and held it in 1 quarter. The position peaked at $37K in Q1 2020. 306 funds tracked by Wall St. Rank hold VDE as of Q2 2020.

  • TFO Wealth Partners reported no remaining Vanguard Energy ETF position as of Q2 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 970 Vanguard Energy ETF shares in Q2 2020, an estimated $37K.
  • TFO Wealth Partners first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Vanguard Energy ETF position peaked at $37K in Q1 2020.
  • 306 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2020.

Based on TFO Wealth Partners's 13F filing for Q2 2020, filed 17 Jul 2020.