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

B. Riley 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 Q2	$573K	Buy	5,760 +636	+12%	+$71.2K	0.06%	274
2022 Q1	$548K	Buy	5,124 +1,449	+39%	+$139K	0.04%	311
2021 Q4	$285K	Buy	+3,675	New	+$292K	0.02%	488
2015 Q3	–	Sell	-347	Closed	-$37K	–	725
2015 Q2	$37K	Hold	347	–	–	0.03%	480
2015 Q1	$37K	Buy	347 +225	+184%	+$24.6K	0.03%	475
2014 Q4	$13K	Hold	122	–	–	0.01%	686
2014 Q3	$15K	Hold	122	–	–	0.01%	684
2014 Q2	$17K	Buy	122 +103	+542%	+$14K	0.01%	703
2014 Q1	$2K	Buy	+19	New	+$2.34K	﹤0.01%	1018

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

B. Riley Wealth Management's VDE Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Energy ETF (VDE) stake by 12% in Q2 2022, buying an estimated $71.2K and bringing the position to 5,760 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #274.

B. Riley Wealth Management first reported a position in VDE in Q1 2014 and has held it in 9 quarters since. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

B. Riley Wealth Management held 5,760 shares of Vanguard Energy ETF worth $573K as of Q2 2022.
B. Riley Wealth Management bought 636 Vanguard Energy ETF shares in Q2 2022, an estimated $71.2K.
Vanguard Energy ETF made up 0.06% of B. Riley Wealth Management's portfolio in Q2 2022, its #274 holding.
B. Riley Wealth Management first reported a position in Vanguard Energy ETF in Q1 2014 and has held it in 9 quarters since.
547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.