CF
VDE icon

Clarity Financial’s Vanguard Energy ETF VDE Stock Holding History

Clarity Financial’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
-2,403
Closed -$294K – 159
2024
Q3 		$294K Buy
+2,403
New +$301K 0.03% 121

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarity Financial's VDE Position: Q4 2024 in Review

Clarity Financial sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 2,403 shares — an estimated $294K sold.

Clarity Financial first reported a position in VDE in Q3 2024 and held it in 1 quarter. The position peaked at $294K in Q3 2024. 692 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • Clarity Financial reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Clarity Financial sold 2,403 Vanguard Energy ETF shares in Q4 2024, an estimated $294K.
  • Clarity Financial first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 1 quarter.
  • Clarity Financial's Vanguard Energy ETF position peaked at $294K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.