WealthStone’s Vanguard Energy ETF VDE Stock Holding History

WealthStone’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 Q3	–	Sell	-8,500	Closed	-$428K	–	244
2020 Q2	$428K	Buy	+8,500	New	+$419K	0.2%	76

Other funds holding VDE

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthStone's VDE Position: Q3 2020 in Review

WealthStone sold out of Vanguard Energy ETF (VDE) in Q3 2020, closing a stake of 8,500 shares — an estimated $428K sold.

WealthStone first reported a position in VDE in Q2 2020 and held it in 1 quarter. The position peaked at $428K in Q2 2020. 290 funds tracked by Wall St. Rank hold VDE as of Q3 2020.

WealthStone reported no remaining Vanguard Energy ETF position as of Q3 2020 after selling out during the quarter.
WealthStone sold 8,500 Vanguard Energy ETF shares in Q3 2020, an estimated $428K.
WealthStone first reported a position in Vanguard Energy ETF in Q2 2020 and held it in 1 quarter.
WealthStone's Vanguard Energy ETF position peaked at $428K in Q2 2020.
290 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.