Dixon Hughes Goodman Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Dixon Hughes Goodman 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 Q1	$27K	Sell	249 -21	-8%	-$2.02K	0.01%	397
2021 Q4	$21K	Buy	+270	New	+$21.5K	0.01%	367

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VDE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 7.8% in Q1 2022, selling an estimated $2.02K and leaving 249 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #397.

Dixon Hughes Goodman Wealth Advisors first reported a position in VDE in Q4 2021 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold VDE as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 249 shares of Vanguard Energy ETF worth $27K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 21 Vanguard Energy ETF shares in Q1 2022, an estimated $2.02K.
Vanguard Energy ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #397 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 2 quarters since.
540 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.