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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return