Aevitas Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Aevitas Wealth 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
2022 Q4	$4.58M	Buy	37,796 +1,752	+5%	+$213K	2.71%	8
2022 Q3	$3.66M	Buy	36,044 +267	+0.7%	+$28.4K	2.75%	8
2022 Q2	$3.56M	Buy	35,777 +810	+2%	+$90.6K	2.41%	10
2022 Q1	$3.74M	Buy	+34,967	New	+$3.37M	2.29%	12

Other funds holding VDE

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

MMEA

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

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

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

Aevitas Wealth Management's VDE Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Energy ETF (VDE) stake by 4.9% in Q4 2022, buying an estimated $213K and bringing the position to 37,796 shares worth $4.58M. The position accounts for 2.71% of the portfolio, ranked #8.

Aevitas Wealth Management first reported a position in VDE in Q1 2022 and has held it in 4 quarters since. 597 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

Aevitas Wealth Management held 37,796 shares of Vanguard Energy ETF worth $4.58M as of Q4 2022.
Aevitas Wealth Management bought 1,752 Vanguard Energy ETF shares in Q4 2022, an estimated $213K.
Vanguard Energy ETF made up 2.71% of Aevitas Wealth Management's portfolio in Q4 2022, its #8 holding.
Aevitas Wealth Management first reported a position in Vanguard Energy ETF in Q1 2022 and has held it in 4 quarters since.
597 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.