Vickerman & Driscoll Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Vickerman & Driscoll 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	$1.63M	Buy	+42,705	New	+$2.71M	1%	39
2019 Q2	–	Sell	-8,024	Closed	-$717K	–	72
2019 Q1	$717K	Sell	8,024 -5,199	-39%	-$451K	0.4%	51
2018 Q4	$1.02M	Buy	13,223 +420	+3%	+$38.5K	0.79%	38
2018 Q3	$1.35M	Buy	12,803 +156	+1%	+$16.2K	0.94%	35
2018 Q2	$1.33M	Sell	12,647 -508	-4%	-$52K	0.97%	34
2018 Q1	$1.22M	Buy	13,155 +1,404	+12%	+$136K	0.9%	36
2017 Q4	$1.16M	Buy	+11,751	New	+$1.1M	0.91%	38

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VDE Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors opened a new position in Vanguard Energy ETF (VDE) in Q1 2020: 42,705 shares worth $1.63M. The stake represents 1% of the portfolio and ranks #39 among its holdings. This is a return to the name: Vickerman & Driscoll Financial Advisors previously reported a position in VDE as recently as Q1 2019.

Vickerman & Driscoll Financial Advisors first reported a position in VDE in Q4 2017 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 42,705 shares of Vanguard Energy ETF worth $1.63M as of Q1 2020.
Vanguard Energy ETF was a new Vickerman & Driscoll Financial Advisors position in Q1 2020.
Vanguard Energy ETF made up 1% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #39 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2017 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

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