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Burleson & Co’s Vanguard Energy ETF VDE Stock Holding History

Burleson & Co’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
2022
Q4 		$31.7K Buy
261
+6
+2% +$730 0.01% 206
2022
Q3 		$26K Buy
+255
New +$27.1K 0.01% 238

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Burleson & Co's VDE Position: Q4 2022 in Review

Burleson & Co increased its Vanguard Energy ETF (VDE) stake by 2.4% in Q4 2022, buying an estimated $730 and bringing the position to 261 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #206.

Burleson & Co first reported a position in VDE in Q3 2022 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

  • Burleson & Co held 261 shares of Vanguard Energy ETF worth $31.7K as of Q4 2022.
  • Burleson & Co bought 6 Vanguard Energy ETF shares in Q4 2022, an estimated $730.
  • Vanguard Energy ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #206 holding.
  • Burleson & Co first reported a position in Vanguard Energy ETF in Q3 2022 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.