Crewe Advisors’s Vanguard Energy ETF VDE Stock Holding History

Crewe Advisors’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
2021 Q4	–	Sell	-851	Closed	-$63K	–	465
2021 Q3	$63K	Hold	851	–	–	0.01%	139
2021 Q2	$65K	Buy	+851	New	+$61.7K	0.02%	141

Other funds holding VDE

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Crewe Advisors's VDE Position: Q4 2021 in Review

Crewe Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 851 shares — an estimated $63K sold.

Crewe Advisors first reported a position in VDE in Q2 2021 and held it in 2 quarters. The position peaked at $65K in Q2 2021. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

Crewe Advisors reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
Crewe Advisors sold 851 Vanguard Energy ETF shares in Q4 2021, an estimated $63K.
Crewe Advisors first reported a position in Vanguard Energy ETF in Q2 2021 and held it in 2 quarters.
Crewe Advisors's Vanguard Energy ETF position peaked at $65K in Q2 2021.
478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Crewe Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.