White Lighthouse Investment Management’s Vanguard Energy ETF VDE Stock Holding History

White Lighthouse Investment Management’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 Q2	–	Sell	-2,280	Closed	-$204K	–	129
2019 Q1	$204K	Sell	2,280 -1,075	-32%	-$93.3K	0.09%	117
2018 Q4	$259K	Sell	3,355 -360	-10%	-$33K	0.14%	96
2018 Q3	$390K	Hold	3,715	–	–	0.2%	79
2018 Q2	$390K	Sell	3,715 -31	-0.8%	-$3.17K	0.21%	79
2018 Q1	$346K	Sell	3,746 -25	-0.7%	-$2.42K	0.2%	86
2017 Q4	$373K	Buy	+3,771	New	+$355K	0.21%	85

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 $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

White Lighthouse Investment Management's VDE Position: Q2 2019 in Review

White Lighthouse Investment Management sold out of Vanguard Energy ETF (VDE) in Q2 2019, closing a stake of 2,280 shares — an estimated $204K sold.

White Lighthouse Investment Management first reported a position in VDE in Q4 2017 and held it in 6 quarters. The position peaked at $390K in Q3 2018. 316 funds tracked by Wall St. Rank hold VDE as of Q2 2019.

White Lighthouse Investment Management reported no remaining Vanguard Energy ETF position as of Q2 2019 after selling out during the quarter.
White Lighthouse Investment Management sold 2,280 Vanguard Energy ETF shares in Q2 2019, an estimated $204K.
White Lighthouse Investment Management first reported a position in Vanguard Energy ETF in Q4 2017 and held it in 6 quarters.
White Lighthouse Investment Management's Vanguard Energy ETF position peaked at $390K in Q3 2018.
316 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2019.

Based on White Lighthouse Investment Management's 13F filing for Q2 2019, filed 31 Jul 2019.