Cultivar Capital’s Vanguard Energy ETF VDE Stock Holding History

Cultivar Capital’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 Q3	–	Sell	-1	Closed	-$135	–	169
2024 Q2	$135	Buy	+1	New	+$130	﹤0.01%	195

Other funds holding VDE

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cultivar Capital's VDE Position: Q3 2024 in Review

Cultivar Capital sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 1 share — an estimated $135 sold.

Cultivar Capital first reported a position in VDE in Q2 2024 and held it in 1 quarter. The position peaked at $135 in Q2 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

Cultivar Capital reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
Cultivar Capital sold 1 Vanguard Energy ETF share in Q3 2024, an estimated $135.
Cultivar Capital first reported a position in Vanguard Energy ETF in Q2 2024 and held it in 1 quarter.
Cultivar Capital's Vanguard Energy ETF position peaked at $135 in Q2 2024.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.