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Tobias Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-7
Closed – – 282
2019
Q4 		$0 Buy
+7
New +$545 ﹤0.01% 311

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Tobias Financial Advisors's VDE Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 7 shares.

Tobias Financial Advisors first reported a position in VDE in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 7 Vanguard Energy ETF shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Vanguard Energy ETF position peaked at $0 in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.