Tillar-Wenstrup Advisors’s Vanguard Energy ETF VDE Stock Holding History

Tillar-Wenstrup Advisors’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 Q4	–	Sell	-45,894	Closed	-$4.82M	–	59
2018 Q3	$4.82M	Sell	45,894 -8,616	-16%	-$893K	2.62%	12
2018 Q2	$5.73M	Sell	54,510 -3,751	-6%	-$384K	3.19%	11
2018 Q1	$5.38M	Sell	58,261 -6,937	-11%	-$672K	3.13%	10
2017 Q4	$6.45M	Buy	65,198 +9,297	+17%	+$874K	5.03%	3
2017 Q3	$5.23M	Buy	55,901 +27,318	+96%	+$2.42M	3.98%	3
2017 Q2	$2.53M	Buy	28,583 +978	+4%	+$90.2K	1.97%	21
2017 Q1	$2.67M	Buy	27,605 +8,129	+42%	+$813K	2.04%	16
2016 Q4	$2.04M	Buy	+19,476	New	+$1.95M	1.72%	29

Other funds holding VDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tillar-Wenstrup Advisors's VDE Position: Q4 2018 in Review

Tillar-Wenstrup Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2018, closing a stake of 45,894 shares — an estimated $4.82M sold.

Tillar-Wenstrup Advisors first reported a position in VDE in Q4 2016 and held it in 8 quarters. The position peaked at $6.45M in Q4 2017. 324 funds tracked by Wall St. Rank hold VDE as of Q4 2018.

Tillar-Wenstrup Advisors reported no remaining Vanguard Energy ETF position as of Q4 2018 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 45,894 Vanguard Energy ETF shares in Q4 2018, an estimated $4.82M.
Tillar-Wenstrup Advisors first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 8 quarters.
Tillar-Wenstrup Advisors's Vanguard Energy ETF position peaked at $6.45M in Q4 2017.
324 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2018.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.