CWM
VDE icon

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 – 253
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

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Morgan Stanley
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UBS Group
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Wells Fargo
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
BCMIO
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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