BWM
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BKM Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

BKM 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
2024
Q1 		– Sell
-525
Closed -$61.6K – 537
2023
Q4 		$61.6K Buy
+525
New +$62.9K 0.03% 242

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BKM Wealth Management's VDE Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 525 shares — an estimated $61.6K sold.

BKM Wealth Management first reported a position in VDE in Q4 2023 and held it in 1 quarter. The position peaked at $61.6K in Q4 2023. 630 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

  • BKM Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 525 Vanguard Energy ETF shares in Q1 2024, an estimated $61.6K.
  • BKM Wealth Management first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Vanguard Energy ETF position peaked at $61.6K in Q4 2023.
  • 630 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.