DB Wealth Management Group’s Vanguard Energy ETF VDE Stock Holding History

DB Wealth Management 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
2023 Q4	$17K	Hold	145	–	–	0.01%	248
2023 Q3	$18.4K	Hold	145	–	–	0.01%	232
2023 Q2	$16.4K	Hold	145	–	–	0.01%	245
2023 Q1	$16.6K	Hold	145	–	–	0.01%	243
2022 Q4	$17.6K	Hold	145	–	–	0.01%	234
2022 Q3	$15K	Hold	145	–	–	0.01%	258
2022 Q2	$14K	Hold	145	–	–	0.01%	265
2022 Q1	$16K	Hold	145	–	–	0.01%	275
2021 Q4	$11K	Hold	145	–	–	0.01%	269
2021 Q3	$11K	Hold	145	–	–	0.01%	263
2021 Q2	$11K	Hold	145	–	–	0.01%	264
2021 Q1	$10K	Hold	145	–	–	0.01%	276
2020 Q4	$8K	Buy	+145	New	+$6.78K	0.01%	290

Other funds holding VDE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

DB Wealth Management Group's VDE Position: Q4 2023 in Review

DB Wealth Management Group held its Vanguard Energy ETF (VDE) position steady in Q4 2023 at 145 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #248.

DB Wealth Management Group first reported a position in VDE in Q4 2020 and has held it in 13 quarters since. The position peaked at $18.4K in Q3 2023. 625 funds tracked by Wall St. Rank hold VDE as of Q4 2023.

DB Wealth Management Group held 145 shares of Vanguard Energy ETF worth $17K as of Q4 2023.
DB Wealth Management Group left its Vanguard Energy ETF share count unchanged in Q4 2023.
Vanguard Energy ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #248 holding.
DB Wealth Management Group first reported a position in Vanguard Energy ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Vanguard Energy ETF position peaked at $18.4K in Q3 2023.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.