WAM
VDE icon

Wealthspire Advisors (Maryland)’s Vanguard Energy ETF VDE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q4 		– Sell
-2,677
Closed -$209K – 513
2019
Q3 		$209K Sell
2,677
-604
-18% -$48.3K 0.02% 429
2019
Q2 		$279K Sell
3,281
-789
-19% -$67.9K 0.02% 367
2019
Q1 		$364K Sell
4,070
-949
-19% -$82.4K 0.03% 314
2018
Q4 		$387K Sell
5,019
-653
-12% -$59.8K 0.03% 272
2018
Q3 		$596K Sell
5,672
-370
-6% -$38.4K 0.05% 208
2018
Q2 		$635K Sell
6,042
-194
-3% -$19.9K 0.06% 191
2018
Q1 		$576K Sell
6,236
-807
-11% -$78.1K 0.05% 216
2017
Q4 		$697K Buy
7,043
+21
+0.3% +$1.97K 0.07% 192
2017
Q3 		$657K Sell
7,022
-461
-6% -$40.9K 0.07% 188
2017
Q2 		$662K Sell
7,483
-105
-1% -$9.69K 0.08% 174
2017
Q1 		$734K Sell
7,588
-800
-10% -$80K 0.1% 126
2016
Q4 		$878K Sell
8,388
-156
-2% -$15.6K 0.13% 110
2016
Q3 		$835K Sell
8,544
-15
-0.2% -$1.42K 0.13% 114
2016
Q2 		$814K Buy
8,559
+8
+0.1% +$736 0.14% 112
2016
Q1 		$734K Buy
8,551
+599
+8% +$48K 0.13% 114
2015
Q4 		$661K Buy
+7,952
New +$725K 0.12% 118

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VDE Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Energy ETF (VDE) in Q4 2019, closing a stake of 2,677 shares — an estimated $209K sold.

Wealthspire Advisors (Maryland) first reported a position in VDE in Q4 2015 and held it in 16 quarters. The position peaked at $878K in Q4 2016. 321 funds tracked by Wall St. Rank hold VDE as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vanguard Energy ETF position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,677 Vanguard Energy ETF shares in Q4 2019, an estimated $209K.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 16 quarters.
  • Wealthspire Advisors (Maryland)'s Vanguard Energy ETF position peaked at $878K in Q4 2016.
  • 321 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.