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Dogwood Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Dogwood Wealth Management’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
Q2 		– Sell
-24
Closed -$3.16K – 655
2024
Q1 		$3.16K Buy
+24
New +$2.88K ﹤0.01% 208

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dogwood Wealth Management's VDE Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 24 shares — an estimated $3.16K sold.

Dogwood Wealth Management first reported a position in VDE in Q1 2024 and held it in 1 quarter. The position peaked at $3.16K in Q1 2024. 626 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 24 Vanguard Energy ETF shares in Q2 2024, an estimated $3.16K.
  • Dogwood Wealth Management first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Vanguard Energy ETF position peaked at $3.16K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.