Bouchey Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Bouchey Financial Group’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 Q3	–	Sell	-2,834	Closed	-$320K	–	135
2023 Q2	$320K	Buy	2,834 +611	+27%	+$68.8K	0.04%	83
2023 Q1	$253K	Sell	2,223 -669	-23%	-$79.3K	0.03%	86
2022 Q4	$351K	Sell	2,892 -122,971	-98%	-$15M	0.05%	67
2022 Q3	$12.8M	Sell	125,863 -2,175	-2%	-$231K	1.87%	20
2022 Q2	$12.7M	Buy	128,038 +1,852	+1%	+$207K	2.04%	17
2022 Q1	$13.5M	Sell	126,186 -117,917	-48%	-$11.4M	1.81%	18
2021 Q4	$18.9M	Buy	244,103 +139,521	+133%	+$11.1M	2.55%	12
2021 Q3	$7.73M	Buy	+104,582	New	+$7.29M	1.07%	21
2015 Q4	–	Sell	-3,750	Closed	-$318K	–	73
2015 Q3	$318K	Buy	3,750 +1,570	+72%	+$149K	0.15%	43
2015 Q2	$233K	Buy	2,180 +5	+0.2%	+$562	0.1%	55
2015 Q1	$238K	Buy	+2,175	New	+$238K	0.11%	53

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MMEA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bouchey Financial Group's VDE Position: Q3 2023 in Review

Bouchey Financial Group sold out of Vanguard Energy ETF (VDE) in Q3 2023, closing a stake of 2,834 shares — an estimated $320K sold.

Bouchey Financial Group first reported a position in VDE in Q1 2015 and held it in 11 quarters. The position peaked at $18.9M in Q4 2021. 604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

Bouchey Financial Group reported no remaining Vanguard Energy ETF position as of Q3 2023 after selling out during the quarter.
Bouchey Financial Group sold 2,834 Vanguard Energy ETF shares in Q3 2023, an estimated $320K.
Bouchey Financial Group first reported a position in Vanguard Energy ETF in Q1 2015 and held it in 11 quarters.
Bouchey Financial Group's Vanguard Energy ETF position peaked at $18.9M in Q4 2021.
604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on Bouchey Financial Group's 13F filing for Q3 2023, filed 24 Oct 2023.