Buckingham Strategic Wealth’s Vanguard Energy ETF VDE Stock Holding History

Buckingham Strategic Wealth’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 Q2	$1.08M	Buy	8,496 +191	+2%	+$24.9K	0.01%	325
2024 Q1	$1.09M	Hold	8,305	–	–	0.01%	320
2023 Q4	$974K	Sell	8,305 -3	-0%	-$360	0.01%	329
2023 Q3	$1.05M	Sell	8,308 -109	-1%	-$13.3K	0.01%	286
2023 Q2	$950K	Buy	8,417 +153	+2%	+$17.2K	0.01%	309
2023 Q1	$1M	Hold	8,264	–	–	0.02%	269
2022 Q4	$1M	Buy	8,264 +20	+0.2%	+$2.44K	0.02%	270
2022 Q3	$837K	Hold	8,244	–	–	0.02%	282
2022 Q2	$820K	Buy	8,244 +5,055	+159%	+$566K	0.02%	286
2022 Q1	$341K	Buy	3,189 +120	+4%	+$11.6K	0.01%	440
2021 Q4	$238K	Buy	3,069 +69	+2%	+$5.49K	﹤0.01%	531
2021 Q3	$222K	Sell	3,000 -300	-9%	-$20.9K	﹤0.01%	538
2021 Q2	$250K	Buy	3,300 +300	+10%	+$21.7K	0.01%	505
2021 Q1	$204K	Buy	+3,000	New	+$192K	0.01%	519
2014 Q1	–	Sell	-4,627	Closed	-$585K	–	164
2013 Q4	$585K	Hold	4,627	–	–	0.28%	63
2013 Q3	$552K	Sell	4,627 -40	-0.9%	-$4.72K	0.29%	60
2013 Q2	$525K	Buy	+4,667	New	+$528K	0.3%	59

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Buckingham Strategic Wealth's VDE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Energy ETF (VDE) stake by 2.3% in Q2 2024, buying an estimated $24.9K and bringing the position to 8,496 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #325.

Buckingham Strategic Wealth first reported a position in VDE in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.09M in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

Buckingham Strategic Wealth held 8,496 shares of Vanguard Energy ETF worth $1.08M as of Q2 2024.
Buckingham Strategic Wealth bought 191 Vanguard Energy ETF shares in Q2 2024, an estimated $24.9K.
Vanguard Energy ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #325 holding.
Buckingham Strategic Wealth first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 17 quarters since.
Buckingham Strategic Wealth's Vanguard Energy ETF position peaked at $1.09M in Q1 2024.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.