CAAS
VDE icon

Capital Asset Advisory Services’s Vanguard Energy ETF VDE Stock Holding History

Capital Asset Advisory Services’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 		– Sell
-747
Closed -$76K – 523
2022
Q3 		$76K Buy
747
+104
+16% +$11.1K 0.01% 331
2022
Q2 		$64K Hold
643
– – 0.01% 419
2022
Q1 		$69K Buy
643
+642
+64,200% +$61.8K 0.01% 420
2021
Q4 		$0 Sell
1
-403
-100% -$32.1K ﹤0.01% 712
2021
Q3 		$30K Hold
404
– – ﹤0.01% 530
2021
Q2 		$31K Sell
404
-1,992
-83% -$144K ﹤0.01% 556
2021
Q1 		$163K Buy
2,396
+1,878
+363% +$120K 0.02% 431
2020
Q4 		$27K Sell
518
-11
-2% -$514 ﹤0.01% 781
2020
Q3 		$21K Sell
529
-2,065
-80% -$98.2K ﹤0.01% 432
2020
Q2 		$133K Buy
2,594
+652
+34% +$32.2K 0.03% 352
2020
Q1 		$92K Buy
1,942
+1,822
+1,518% +$116K 0.02% 328
2019
Q4 		$9K Buy
+120
New +$9.34K ﹤0.01% 515

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Morgan Stanley
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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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return