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Elevation Capital Advisory’s Vanguard Energy ETF VDE Stock Holding History

Elevation Capital Advisory’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
Q4 		– Sell
-5,931
Closed -$726K – 76
2024
Q3 		$726K Buy
+5,931
New +$742K 0.32% 40

Other funds holding VDE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elevation Capital Advisory's VDE Position: Q4 2024 in Review

Elevation Capital Advisory sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 5,931 shares — an estimated $726K sold.

Elevation Capital Advisory first reported a position in VDE in Q3 2024 and held it in 1 quarter. The position peaked at $726K in Q3 2024. 692 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • Elevation Capital Advisory reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Capital Advisory sold 5,931 Vanguard Energy ETF shares in Q4 2024, an estimated $726K.
  • Elevation Capital Advisory first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Capital Advisory's Vanguard Energy ETF position peaked at $726K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Elevation Capital Advisory's 13F filing for Q4 2024, filed 7 Feb 2025.