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

Doyle 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
2022 Q3	$1.8M	Sell	17,743 -36	-0.2%	-$3.83K	0.15%	84
2022 Q2	$1.77M	Sell	17,779 -718	-4%	-$80.3K	0.14%	87
2022 Q1	$1.98M	Buy	18,497 +74	+0.4%	+$7.12K	0.14%	83
2021 Q4	$1.43M	Buy	18,423 +145	+0.8%	+$11.5K	0.1%	95
2021 Q3	$1.35M	Sell	18,278 -257	-1%	-$17.9K	0.11%	94
2021 Q2	$1.41M	Buy	18,535 +87	+0.5%	+$6.31K	0.12%	93
2021 Q1	$1.25M	Sell	18,448 -332	-2%	-$21.2K	0.12%	94
2020 Q4	$974K	Buy	+18,780	New	+$878K	0.1%	104
2019 Q3	–	Sell	-2,315	Closed	-$197K	–	732
2019 Q2	$197K	Buy	+2,315	New	+$199K	0.03%	189
2019 Q1	–	Sell	-2,030	Closed	-$157K	–	726
2018 Q4	$157K	Buy	+2,030	New	+$186K	0.03%	196

Other funds holding VDE

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doyle Wealth Management's VDE Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 0.2% in Q3 2022, selling an estimated $3.83K and leaving 17,743 shares worth $1.8M. The position accounts for 0.15% of the portfolio, ranked #84.

Doyle Wealth Management first reported a position in VDE in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.98M in Q1 2022. 518 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

Doyle Wealth Management held 17,743 shares of Vanguard Energy ETF worth $1.8M as of Q3 2022.
Doyle Wealth Management sold 36 Vanguard Energy ETF shares in Q3 2022, an estimated $3.83K.
Vanguard Energy ETF made up 0.15% of Doyle Wealth Management's portfolio in Q3 2022, its #84 holding.
Doyle Wealth Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 10 quarters since.
Doyle Wealth Management's Vanguard Energy ETF position peaked at $1.98M in Q1 2022.
518 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.