Cassady Schiller Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$6.43K	Hold	53	–	–	﹤0.01%	382
2024 Q3	$6.49K	Hold	53	–	–	﹤0.01%	338
2024 Q2	$6.76K	Hold	53	–	–	﹤0.01%	335
2024 Q1	$6.98K	Hold	53	–	–	﹤0.01%	354
2023 Q4	$6.22K	Hold	53	–	–	﹤0.01%	350
2023 Q3	$6.72K	Hold	53	–	–	﹤0.01%	352
2023 Q2	$5.98K	Hold	53	–	–	﹤0.01%	373
2023 Q1	$6.05K	Hold	53	–	–	﹤0.01%	352
2022 Q4	$6.43K	Buy	+53	New	+$6.45K	﹤0.01%	351

Other funds holding VDE

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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