F.L. Putnam Investment Management’s Vanguard Energy ETF VDE Stock Holding History

F.L. Putnam Investment 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 Q4	–	Sell	-100	Closed	-$12.2K	–	612
2024 Q3	$12.2K	Hold	100	–	–	﹤0.01%	596
2024 Q2	$12.8K	Buy	+100	New	+$13K	﹤0.01%	640
2020 Q4	–	Sell	-6,106	Closed	-$246K	–	334
2020 Q3	$246K	Sell	6,106 -63,394	-91%	-$3.02M	0.01%	266
2020 Q2	$3.5M	Buy	69,500 +18,137	+35%	+$895K	0.21%	98
2020 Q1	$1.96M	Buy	+51,363	New	+$3.26M	0.15%	114

Other funds holding VDE

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

F.L. Putnam Investment Management's VDE Position: Q4 2024 in Review

F.L. Putnam Investment Management sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 100 shares — an estimated $12.2K sold.

F.L. Putnam Investment Management first reported a position in VDE in Q1 2020 and held it in 5 quarters. The position peaked at $3.5M in Q2 2020. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

F.L. Putnam Investment Management reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
F.L. Putnam Investment Management sold 100 Vanguard Energy ETF shares in Q4 2024, an estimated $12.2K.
F.L. Putnam Investment Management first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 5 quarters.
F.L. Putnam Investment Management's Vanguard Energy ETF position peaked at $3.5M in Q2 2020.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.