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Csenge Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Csenge Advisory 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
2024
Q4 		– Sell
-3,478
Closed -$451K – 761
2024
Q3 		$451K Sell
3,478
-303
-8% -$37.9K 0.02% 443
2024
Q2 		$482K Buy
3,781
+379
+11% +$49.3K 0.03% 411
2024
Q1 		$448K Sell
3,402
-149
-4% -$17.9K 0.03% 459
2023
Q4 		$416K Sell
3,551
-2,757
-44% -$330K 0.03% 450
2023
Q3 		$799K Buy
6,308
+1,839
+41% +$225K 0.05% 256
2023
Q2 		$504K Buy
+4,469
New +$503K 0.03% 372
2022
Q4 		– Sell
-2,455
Closed -$249K – 668
2022
Q3 		$249K Buy
+2,455
New +$261K 0.02% 516
2022
Q2 		– Sell
-3,806
Closed -$407K – 685
2022
Q1 		$407K Sell
3,806
-158
-4% -$15.2K 0.03% 414
2021
Q4 		$306K Buy
+3,964
New +$315K 0.03% 446
2021
Q3 		– Sell
-3,964
Closed -$306K – 618
2021
Q2 		$306K Sell
3,964
-1,233
-24% -$89.4K 0.03% 447
2021
Q1 		$347K Buy
5,197
+733
+16% +$46.9K 0.04% 360
2020
Q4 		$232K Buy
+4,464
New +$209K 0.03% 385
2018
Q3 		– Sell
-6,849
Closed -$720K – 1637
2018
Q2 		$720K Buy
+6,849
New +$701K 0.26% 92

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Csenge Advisory Group's VDE Position: Q4 2024 in Review

Csenge Advisory Group sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 3,478 shares — an estimated $451K sold.

Csenge Advisory Group first reported a position in VDE in Q2 2018 and held it in 13 quarters. The position peaked at $799K in Q3 2023. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • Csenge Advisory Group reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 3,478 Vanguard Energy ETF shares in Q4 2024, an estimated $451K.
  • Csenge Advisory Group first reported a position in Vanguard Energy ETF in Q2 2018 and held it in 13 quarters.
  • Csenge Advisory Group's Vanguard Energy ETF position peaked at $799K in Q3 2023.
  • 693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.