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Eagle Strategies’s Vanguard Energy ETF VDE Stock Holding History

Eagle Strategies’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
-1,964
Closed -$259K – 332
2024
Q1 		$259K Buy
+1,964
New +$235K 0.06% 229

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
MMEA
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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eagle Strategies's VDE Position: Q2 2024 in Review

Eagle Strategies sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 1,964 shares — an estimated $259K sold.

Eagle Strategies first reported a position in VDE in Q1 2024 and held it in 1 quarter. The position peaked at $259K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

  • Eagle Strategies reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 1,964 Vanguard Energy ETF shares in Q2 2024, an estimated $259K.
  • Eagle Strategies first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 1 quarter.
  • Eagle Strategies's Vanguard Energy ETF position peaked at $259K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.