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Delos Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Delos Wealth 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
2022
Q2 		– Sell
-804
Closed -$86K – 266
2022
Q1 		$86K Buy
+804
New +$77.4K 0.08% 59

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 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

Delos Wealth Advisors's VDE Position: Q2 2022 in Review

Delos Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 804 shares — an estimated $86K sold.

Delos Wealth Advisors first reported a position in VDE in Q1 2022 and held it in 1 quarter. The position peaked at $86K in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

  • Delos Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 804 Vanguard Energy ETF shares in Q2 2022, an estimated $86K.
  • Delos Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 1 quarter.
  • Delos Wealth Advisors's Vanguard Energy ETF position peaked at $86K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Delos Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.