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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

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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return