Cordasco Financial Network’s Vanguard Energy ETF VDE Stock Holding History

Cordasco Financial Network’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 Q2	$13K	Hold	128	–	–	0.01%	336
2022 Q1	$14K	Buy	+128	New	+$12.3K	0.01%	334
2020 Q1	–	Sell	-18	Closed	-$1K	–	504
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	443
2019 Q3	$1K	Buy	+18	New	+$1.44K	﹤0.01%	468

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cordasco Financial Network's VDE Position: Q2 2022 in Review

Cordasco Financial Network held its Vanguard Energy ETF (VDE) position steady in Q2 2022 at 128 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #336.

Cordasco Financial Network first reported a position in VDE in Q3 2019 and has held it in 4 quarters since. The position peaked at $14K in Q1 2022. 548 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Cordasco Financial Network held 128 shares of Vanguard Energy ETF worth $13K as of Q2 2022.
Cordasco Financial Network left its Vanguard Energy ETF share count unchanged in Q2 2022.
Vanguard Energy ETF made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #336 holding.
Cordasco Financial Network first reported a position in Vanguard Energy ETF in Q3 2019 and has held it in 4 quarters since.
Cordasco Financial Network's Vanguard Energy ETF position peaked at $14K in Q1 2022.
548 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.