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Clark Financial Services Group’s Vanguard Energy ETF VDE Stock Holding History

Clark Financial Services Group’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
Q4 		– Sell
-20,834
Closed -$2.12M – 62
2022
Q3 		$2.12M Buy
+20,834
New +$2.22M 2.23% 8
2021
Q3 		– Sell
-16,464
Closed -$1.25M – 64
2021
Q2 		$1.25M Buy
+16,464
New +$1.19M 0.98% 23

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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

Clark Financial Services Group's VDE Position: Q4 2022 in Review

Clark Financial Services Group sold out of Vanguard Energy ETF (VDE) in Q4 2022, closing a stake of 20,834 shares — an estimated $2.12M sold.

Clark Financial Services Group first reported a position in VDE in Q2 2021 and held it in 2 quarters. The position peaked at $2.12M in Q3 2022. 597 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

  • Clark Financial Services Group reported no remaining Vanguard Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Clark Financial Services Group sold 20,834 Vanguard Energy ETF shares in Q4 2022, an estimated $2.12M.
  • Clark Financial Services Group first reported a position in Vanguard Energy ETF in Q2 2021 and held it in 2 quarters.
  • Clark Financial Services Group's Vanguard Energy ETF position peaked at $2.12M in Q3 2022.
  • 597 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Clark Financial Services Group's 13F filing for Q4 2022, filed 14 Feb 2023.