Cedar Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Cedar 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	–	Sell	-817	Closed	-$100K	–	252
2024 Q3	$100K	Sell	817 -16	-2%	-$2K	0.03%	127
2024 Q2	$106K	Buy	833 +231	+38%	+$30.1K	0.03%	130
2024 Q1	$79.3K	Buy	602 +26	+5%	+$3.12K	0.03%	142
2023 Q4	$67.6K	Sell	576 -207	-26%	-$24.8K	0.02%	140
2023 Q3	$99.2K	Sell	783 -98	-11%	-$12K	0.04%	128
2023 Q2	$99.5K	Sell	881 -173	-16%	-$19.5K	0.04%	128
2023 Q1	$120K	Sell	1,054 -71	-6%	-$8.42K	0.05%	117
2022 Q4	$136K	Buy	+1,125	New	+$137K	0.07%	103

Other funds holding VDE

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

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cedar Wealth Management's VDE Position: Q4 2024 in Review

Cedar Wealth Management sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 817 shares — an estimated $100K sold.

Cedar Wealth Management first reported a position in VDE in Q4 2022 and held it in 8 quarters. The position peaked at $136K in Q4 2022. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Cedar Wealth Management reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 817 Vanguard Energy ETF shares in Q4 2024, an estimated $100K.
Cedar Wealth Management first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 8 quarters.
Cedar Wealth Management's Vanguard Energy ETF position peaked at $136K in Q4 2022.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.