Ahrens Investment Partners’s Vanguard Energy ETF VDE Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$35.6K	Buy	+311	New	+$36.9K	0.02%	375
2022 Q3	–	Sell	-311	Closed	-$31K	–	872
2022 Q2	$31K	Hold	311	–	–	0.01%	421
2022 Q1	$33K	Buy	311 +290	+1,381%	+$27.9K	0.01%	493
2021 Q4	$2K	Buy	+21	New	+$1.67K	﹤0.01%	985

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ahrens Investment Partners's VDE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Energy ETF (VDE) in Q1 2023: 311 shares worth $35.6K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VDE as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VDE in Q4 2021 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold VDE as of Q1 2023.

Ahrens Investment Partners held 311 shares of Vanguard Energy ETF worth $35.6K as of Q1 2023.
Vanguard Energy ETF was a new Ahrens Investment Partners position in Q1 2023.
Vanguard Energy ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #375 holding.
Ahrens Investment Partners first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 4 quarters since.
564 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.