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B.O.S.S. Retirement Advisors’s Vanguard Energy ETF VDE Stock Holding History

B.O.S.S. Retirement 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
2023
Q4 		– Sell
-1,882
Closed -$239K – 269
2023
Q3 		$239K Buy
+1,882
New +$230K 0.05% 218

Other funds holding VDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VDE Position: Q4 2023 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2023, closing a stake of 1,882 shares — an estimated $239K sold.

B.O.S.S. Retirement Advisors first reported a position in VDE in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 625 funds tracked by Wall St. Rank hold VDE as of Q4 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Vanguard Energy ETF position as of Q4 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,882 Vanguard Energy ETF shares in Q4 2023, an estimated $239K.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Vanguard Energy ETF position peaked at $239K in Q3 2023.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.