EMFO LLC’s Vanguard Energy ETF VDE Stock Holding History

EMFO LLC’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
2023 Q2	–	Sell	-49	Closed	-$5.55K	–	313
2023 Q1	$5.55K	Buy	49 +1	+2%	+$119	0.01%	272
2022 Q4	$5.84K	Buy	48 +1	+2%	+$122	0.01%	258
2022 Q3	$5K	Buy	47 +37	+370%	+$3.94K	﹤0.01%	294
2022 Q2	$1K	Buy	+10	New	+$1.12K	﹤0.01%	322

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EMFO LLC's VDE Position: Q2 2023 in Review

EMFO LLC sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 49 shares — an estimated $5.55K sold.

EMFO LLC first reported a position in VDE in Q2 2022 and held it in 4 quarters. The position peaked at $5.84K in Q4 2022. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

EMFO LLC reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
EMFO LLC sold 49 Vanguard Energy ETF shares in Q2 2023, an estimated $5.55K.
EMFO LLC first reported a position in Vanguard Energy ETF in Q2 2022 and held it in 4 quarters.
EMFO LLC's Vanguard Energy ETF position peaked at $5.84K in Q4 2022.
567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on EMFO LLC's 13F filing for Q2 2023, filed 3 Aug 2023.