Welch Capital Partners’s Vanguard Energy ETF VDE Stock Holding History

Welch Capital Partners’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	-67,264	Closed	-$5.48M	–	27
2019 Q4	$5.48M	Sell	67,264 -3,306	-5%	-$257K	1.62%	16
2019 Q3	$5.51M	Sell	70,570 -680	-1%	-$54.4K	1.83%	14
2019 Q2	$6.06M	Sell	71,250 -32,400	-31%	-$2.79M	2.06%	13
2019 Q1	$9.26M	Hold	103,650	–	–	3.15%	6
2018 Q4	$7.99M	Buy	+103,650	New	+$9.49M	3.06%	7

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

Welch Capital Partners's VDE Position: Q1 2020 in Review

Welch Capital Partners sold out of Vanguard Energy ETF (VDE) in Q1 2020, closing a stake of 67,264 shares — an estimated $5.48M sold.

Welch Capital Partners first reported a position in VDE in Q4 2018 and held it in 5 quarters. The position peaked at $9.26M in Q1 2019. 286 funds tracked by Wall St. Rank hold VDE as of Q1 2020.

Welch Capital Partners reported no remaining Vanguard Energy ETF position as of Q1 2020 after selling out during the quarter.
Welch Capital Partners sold 67,264 Vanguard Energy ETF shares in Q1 2020, an estimated $5.48M.
Welch Capital Partners first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 5 quarters.
Welch Capital Partners's Vanguard Energy ETF position peaked at $9.26M in Q1 2019.
286 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2020.

Based on Welch Capital Partners's 13F filing for Q1 2020, filed 4 May 2020.