WEC
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Winslow Evans & Crocker’s Vanguard Energy ETF VDE Stock Holding History

Winslow Evans & Crocker’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
Q4 		$3K Hold
50
– – ﹤0.01% 1200
2020
Q3 		$2K Hold
50
– – ﹤0.01% 1027
2020
Q2 		$3K Hold
50
– – ﹤0.01% 998
2020
Q1 		$2K Hold
50
– – ﹤0.01% 1071
2019
Q4 		$6K Hold
50
– – ﹤0.01% 958
2019
Q3 		$4K Hold
50
– – ﹤0.01% 1027
2019
Q2 		$6K Hold
50
– – ﹤0.01% 958
2019
Q1 		$6K Sell
50
-150
-75% -$13K ﹤0.01% 964
2018
Q4 		$16K Hold
200
– – 0.01% 677
2018
Q3 		$22K Hold
200
– – 0.01% 649
2018
Q2 		$22K Hold
200
– – 0.01% 662
2018
Q1 		$18.5K Hold
200
– – 0.01% 664
2017
Q4 		$19.8K Buy
200
+150
+300% +$14.1K 0.01% 662
2017
Q3 		$4.68K Hold
50
– – ﹤0.01% 942
2017
Q2 		$4.42K Sell
50
-50
-50% -$4.61K ﹤0.01% 1080
2017
Q1 		$9.67K Hold
100
– – ﹤0.01% 898
2016
Q4 		$10.5K Sell
100
-12
-11% -$1.2K ﹤0.01% 869
2016
Q3 		$10.9K Hold
112
– – ﹤0.01% 882
2016
Q2 		$10.7K Hold
112
– – ﹤0.01% 861
2016
Q1 		$9.61K Sell
112
-60
-35% -$4.8K ﹤0.01% 886
2015
Q4 		$14.3K Sell
172
-100
-37% -$9.12K ﹤0.01% 827
2015
Q3 		$23.1K Sell
272
-26
-9% -$2.47K 0.01% 686
2015
Q2 		$31.8K Hold
298
– – 0.01% 655
2015
Q1 		$32.5K Sell
298
-100
-25% -$10.9K 0.01% 631
2014
Q4 		$44.3K Sell
398
-150
-27% -$17.9K 0.01% 562
2014
Q3 		$71.7K Sell
548
-14
-2% -$1.95K 0.02% 489
2014
Q2 		$80.9K Buy
562
+90
+19% +$12.2K 0.03% 412
2014
Q1 		$60.6K Buy
472
+260
+123% +$32.1K 0.02% 451
2013
Q4 		$27K Buy
+212
New +$26.3K 0.01% 623

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Winslow Evans & Crocker's VDE Position: Q4 2020 in Review

Winslow Evans & Crocker held its Vanguard Energy ETF (VDE) position steady in Q4 2020 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Winslow Evans & Crocker first reported a position in VDE in Q4 2013 and has held it in 29 quarters since. The position peaked at $80.9K in Q2 2014. 346 funds tracked by Wall St. Rank hold VDE as of Q4 2020.

  • Winslow Evans & Crocker held 50 shares of Vanguard Energy ETF worth $3K as of Q4 2020.
  • Winslow Evans & Crocker left its Vanguard Energy ETF share count unchanged in Q4 2020.
  • Vanguard Energy ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1200 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Energy ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Vanguard Energy ETF position peaked at $80.9K in Q2 2014.
  • 346 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.