BDO Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

BDO 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
2023 Q2	$1.69K	Hold	15	–	–	﹤0.01%	872
2023 Q1	$1.71K	Hold	15	–	–	﹤0.01%	917
2022 Q4	$1.82K	Hold	15	–	–	﹤0.01%	875
2022 Q3	$2K	Sell	15 -9	-38%	-$957	﹤0.01%	942
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	921
2022 Q1	$3K	Hold	24	–	–	﹤0.01%	907
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	962
2021 Q3	$2K	Buy	24 +9	+60%	+$628	﹤0.01%	962
2021 Q2	$1K	Sell	15 -41	-73%	-$2.97K	﹤0.01%	1079
2021 Q1	$4K	Buy	+56	New	+$3.58K	﹤0.01%	901
2019 Q3	–	Sell	-80	Closed	-$7K	–	658
2019 Q2	$7K	Sell	80 -440	-85%	-$37.9K	﹤0.01%	475
2019 Q1	$46K	Buy	+520	New	+$45.1K	0.01%	294

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's VDE Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Energy ETF (VDE) position steady in Q2 2023 at 15 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

BDO Wealth Advisors first reported a position in VDE in Q1 2019 and has held it in 12 quarters since. The position peaked at $46K in Q1 2019. 568 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

BDO Wealth Advisors held 15 shares of Vanguard Energy ETF worth $1.69K as of Q2 2023.
BDO Wealth Advisors left its Vanguard Energy ETF share count unchanged in Q2 2023.
Vanguard Energy ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #872 holding.
BDO Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2019 and has held it in 12 quarters since.
BDO Wealth Advisors's Vanguard Energy ETF position peaked at $46K in Q1 2019.
568 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.