VCS
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Vaughan & Co Securities’s Dominion Energy D Stock Holding History

Vaughan & Co Securities’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$7.22K – 71
2020
Q1 		$7.22K Hold
100
– – 0.01% 140
2019
Q4 		$8.28K Buy
+100
New +$8.17K 0.01% 144

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vaughan & Co Securities's D Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Dominion Energy (D) in Q2 2020, closing a stake of 100 shares — an estimated $7.22K sold.

Vaughan & Co Securities first reported a position in D in Q4 2019 and held it in 2 quarters. The position peaked at $8.28K in Q4 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Dominion Energy position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 100 Dominion Energy shares in Q2 2020, an estimated $7.22K.
  • Vaughan & Co Securities first reported a position in Dominion Energy in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Dominion Energy position peaked at $8.28K in Q4 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.