Fiduciary Planning’s Vanguard Energy ETF VDE Stock Holding History

Fiduciary Planning’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 Q4	–	Sell	-1,661	Closed	-$211K	–	70
2023 Q3	$211K	Sell	1,661 -4,108	-71%	-$503K	0.1%	61
2023 Q2	$651K	Hold	5,769	–	–	0.3%	33
2023 Q1	$659K	Buy	5,769 +406	+8%	+$48.1K	0.31%	32
2022 Q4	$650K	Buy	+5,363	New	+$653K	0.32%	32
2021 Q2	–	Sell	-321	Closed	-$22K	–	257
2021 Q1	$22K	Hold	321	–	–	0.03%	108
2020 Q4	$17K	Buy	+321	New	+$15K	0.02%	117

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Fiduciary Planning's VDE Position: Q4 2023 in Review

Fiduciary Planning sold out of Vanguard Energy ETF (VDE) in Q4 2023, closing a stake of 1,661 shares — an estimated $211K sold.

Fiduciary Planning first reported a position in VDE in Q4 2020 and held it in 6 quarters. The position peaked at $659K in Q1 2023. 625 funds tracked by Wall St. Rank hold VDE as of Q4 2023.

Fiduciary Planning reported no remaining Vanguard Energy ETF position as of Q4 2023 after selling out during the quarter.
Fiduciary Planning sold 1,661 Vanguard Energy ETF shares in Q4 2023, an estimated $211K.
Fiduciary Planning first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 6 quarters.
Fiduciary Planning's Vanguard Energy ETF position peaked at $659K in Q1 2023.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.