Ackerman Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Ackerman Capital Advisors’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
2024 Q2	–	Sell	-14,658	Closed	-$1.93M	–	107
2024 Q1	$1.93M	Sell	14,658 -16,206	-53%	-$1.94M	0.53%	30
2023 Q4	$3.62M	Buy	+30,864	New	+$3.7M	1.01%	27
2019 Q2	–	Sell	-15,759	Closed	-$1.41K	–	186
2019 Q1	$1.41K	Buy	15,759 +236	+2%	+$20.5K	0.01%	68
2018 Q4	$1.2K	Buy	+15,523	New	+$1.42M	0.09%	77

Other funds holding VDE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ackerman Capital Advisors's VDE Position: Q2 2024 in Review

Ackerman Capital Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 14,658 shares — an estimated $1.93M sold.

Ackerman Capital Advisors first reported a position in VDE in Q4 2018 and held it in 4 quarters. The position peaked at $3.62M in Q4 2023. 624 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

Ackerman Capital Advisors reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 14,658 Vanguard Energy ETF shares in Q2 2024, an estimated $1.93M.
Ackerman Capital Advisors first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 4 quarters.
Ackerman Capital Advisors's Vanguard Energy ETF position peaked at $3.62M in Q4 2023.
624 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Ackerman Capital Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.