Zhang Financial’s Vanguard Energy ETF VDE Stock Holding History

Zhang Financial’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	-2,488	Closed	-$222K	–	95
2019 Q1	$222K	Sell	2,488 -440	-15%	-$38.2K	0.1%	77
2018 Q4	$226K	Sell	2,928 -220	-7%	-$20.1K	0.11%	74
2018 Q3	$336K	Sell	3,148 -45	-1%	-$4.67K	0.16%	55
2018 Q2	$330K	Sell	3,193 -41	-1%	-$4.2K	0.17%	55
2018 Q1	$292K	Hold	3,234	–	–	0.15%	61
2017 Q4	$334K	Buy	3,234 +224	+7%	+$21.1K	0.16%	61
2017 Q3	$280K	Buy	+3,010	New	+$267K	0.14%	64
2017 Q2	–	Sell	-3,234	Closed	-$334K	–	85
2017 Q1	$334K	Buy	+3,234	New	+$323K	0.17%	58

Other funds holding VDE

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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