Ceera Investments’s Vanguard Energy ETF VDE Stock Holding History

Ceera Investments’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 Q3	–	Sell	-3,544	Closed	-$353K	–	73
2022 Q2	$353K	Sell	3,544 -40	-1%	-$4.47K	0.2%	57
2022 Q1	$384K	Buy	3,584 +34	+1%	+$3.27K	0.19%	57
2021 Q4	$276K	Hold	3,550	–	–	0.14%	61
2021 Q3	$262K	Hold	3,550	–	–	0.14%	60
2021 Q2	$269K	Sell	3,550 -700	-16%	-$50.7K	0.2%	54
2021 Q1	$289K	Buy	+4,250	New	+$272K	0.24%	54

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ceera Investments's VDE Position: Q3 2022 in Review

Ceera Investments sold out of Vanguard Energy ETF (VDE) in Q3 2022, closing a stake of 3,544 shares — an estimated $353K sold.

Ceera Investments first reported a position in VDE in Q1 2021 and held it in 6 quarters. The position peaked at $384K in Q1 2022. 517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

Ceera Investments reported no remaining Vanguard Energy ETF position as of Q3 2022 after selling out during the quarter.
Ceera Investments sold 3,544 Vanguard Energy ETF shares in Q3 2022, an estimated $353K.
Ceera Investments first reported a position in Vanguard Energy ETF in Q1 2021 and held it in 6 quarters.
Ceera Investments's Vanguard Energy ETF position peaked at $384K in Q1 2022.
517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Ceera Investments's 13F filing for Q3 2022, filed 8 Nov 2022.