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

Align 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	$30.5K	Buy	+300	New	+$36.5K	0.03%	87

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Align Wealth Management opened a new position in Vanguard Energy ETF (VDE) in Q4 2022: 300 shares worth $30.5K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings.

596 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

Align Wealth Management held 300 shares of Vanguard Energy ETF worth $30.5K as of Q4 2022.
Vanguard Energy ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Energy ETF made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #87 holding.
596 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.