Caliber Wealth Management (Utah)’s Vanguard Energy ETF VDE Stock Holding History

Caliber Wealth Management (Utah)’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 Q2	–	Sell	-1,834	Closed	-$209K	–	64
2023 Q1	$209K	Sell	1,834 -16,807	-90%	-$1.99M	0.16%	56
2022 Q4	$2.26M	Sell	18,641 -13,316	-42%	-$1.62M	1.73%	13
2022 Q3	$3.25M	Buy	31,957 +534	+2%	+$56.8K	2.56%	9
2022 Q2	$3.13M	Buy	31,423 +1,656	+6%	+$185K	2.43%	9
2022 Q1	$3.19M	Buy	29,767 +5,876	+25%	+$566K	2.03%	12
2021 Q4	$2.15M	Buy	+23,891	New	+$1.9M	1.49%	30

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

MMEA

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caliber Wealth Management (Utah)'s VDE Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 1,834 shares — an estimated $209K sold.

Caliber Wealth Management (Utah) first reported a position in VDE in Q4 2021 and held it in 6 quarters. The position peaked at $3.25M in Q3 2022. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 1,834 Vanguard Energy ETF shares in Q2 2023, an estimated $209K.
Caliber Wealth Management (Utah) first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s Vanguard Energy ETF position peaked at $3.25M in Q3 2022.
567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.