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B. Riley Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

B. Riley Wealth 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
Q4 		$1.1M Sell
9,067
-2
-0% -$255 0.04% 428
2024
Q3 		$1.16M Sell
9,069
-5,576
-38% -$697K 0.03% 459
2024
Q2 		$1.88M Buy
14,645
+232
+2% +$30.2K 0.05% 358
2024
Q1 		$1.84M Sell
14,413
-474
-3% -$56.8K 0.05% 379
2023
Q4 		$1.75M Buy
14,887
+474
+3% +$56.8K 0.05% 390
2023
Q3 		$1.84M Buy
14,413
+230
+2% +$28.2K 0.05% 379
2023
Q2 		$1.61M Sell
14,183
-391
-3% -$44K 0.04% 428
2023
Q1 		$1.66M Buy
14,574
+1,351
+10% +$160K 0.04% 395
2022
Q4 		$1.6M Buy
13,223
+2,394
+22% +$291K 0.04% 401
2022
Q3 		$1.1M Buy
10,829
+5,267
+95% +$560K 0.03% 479
2022
Q2 		$554K Buy
5,562
+610
+12% +$68.2K 0.02% 620
2022
Q1 		$531K Buy
4,952
+729
+17% +$70.2K 0.02% 719
2021
Q4 		$328K Sell
4,223
-484
-10% -$38.5K 0.01% 1022
2021
Q3 		$348K Sell
4,707
-82,898
-95% -$5.78M 0.01% 963
2021
Q2 		$6.65M Buy
87,605
+83,879
+2,251% +$6.08M 0.22% 106
2021
Q1 		$255K Buy
+3,726
New +$238K 0.01% 1079
2020
Q1 		– Sell
-2,671
Closed -$218K – 899
2019
Q4 		$218K Sell
2,671
-349
-12% -$27.2K 0.02% 730
2019
Q3 		$236K Sell
3,020
-224
-7% -$17.9K 0.02% 681
2019
Q2 		$276K Buy
3,244
+25
+0.8% +$2.15K 0.03% 602
2019
Q1 		$288K Sell
3,219
-46
-1% -$3.99K 0.04% 514
2018
Q4 		$252K Sell
3,265
-159
-5% -$14.6K 0.04% 500
2018
Q3 		$360K Sell
3,424
-1,052
-24% -$109K 0.04% 438
2018
Q2 		$471K Buy
4,476
+566
+14% +$57.9K 0.06% 340
2018
Q1 		$362K Sell
3,910
-2,102
-35% -$204K 0.05% 398
2017
Q4 		$595K Sell
6,012
-807
-12% -$75.9K 0.08% 274
2017
Q3 		$604K Hold
6,819
– – 0.1% 221
2017
Q2 		$604K Buy
6,819
+526
+8% +$48.5K 0.11% 218
2017
Q1 		$609K Buy
6,293
+293
+5% +$29.3K 0.12% 205
2016
Q4 		$628K Sell
6,000
-2,417
-29% -$242K 0.13% 197
2016
Q3 		$545K Sell
8,417
-56
-0.7% -$5.32K 0.11% 240
2016
Q2 		$536K Sell
8,473
-678
-7% -$62.4K 0.11% 237
2016
Q1 		$486K Sell
9,151
-1,296
-12% -$104K 0.11% 229
2015
Q4 		$869K Buy
10,447
+2,609
+33% +$238K 0.18% 154
2015
Q3 		$666K Buy
7,838
+812
+12% +$77.1K 0.16% 174
2015
Q2 		$752K Buy
7,026
+2,577
+58% +$290K 0.19% 147
2015
Q1 		$486K Buy
4,449
+1,207
+37% +$132K 0.12% 230
2014
Q4 		$362 Buy
3,242
+678
+26% +$80.8K 0.01% 1033
2014
Q3 		$336K Sell
2,564
-2,271
-47% -$317K 0.09% 315
2014
Q2 		$352K Buy
4,835
+2,607
+117% +$354K 0.08% 266
2014
Q1 		$286K Buy
2,228
+728
+49% +$89.7K 0.09% 277
2013
Q4 		$190K Hold
1,500
– – 0.06% 360
2013
Q3 		$179K Buy
1,500
+90
+6% +$10.6K 0.06% 373
2013
Q2 		$159K Buy
+1,410
New +$160K 0.05% 411

Other funds holding VDE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's VDE Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 0.02% in Q4 2024, selling an estimated $255 and leaving 9,067 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #428.

B. Riley Wealth Advisors first reported a position in VDE in Q2 2013 and has held it in 43 quarters since. The position peaked at $6.65M in Q2 2021. 692 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • B. Riley Wealth Advisors held 9,067 shares of Vanguard Energy ETF worth $1.1M as of Q4 2024.
  • B. Riley Wealth Advisors sold 2 Vanguard Energy ETF shares in Q4 2024, an estimated $255.
  • Vanguard Energy ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #428 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's Vanguard Energy ETF position peaked at $6.65M in Q2 2021.
  • 692 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.