Financial Management Professionals’s Vanguard Energy ETF VDE Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-539	Closed	-$63K	–	1091
2023 Q4	$63K	Buy	539 +500	+1,282%	+$59.9K	0.01%	234
2023 Q3	$5K	Buy	+39	New	+$4.78K	﹤0.01%	614
2020 Q1	–	Sell	-5	Closed	–	–	367
2019 Q4	$0	Buy	+5	New	+$389	﹤0.01%	361
2019 Q2	–	Sell	-20	Closed	-$2K	–	332
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	244
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	239
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	253
2018 Q2	$2K	Sell	20 -70	-78%	-$7.16K	﹤0.01%	248
2018 Q1	$8K	Buy	+90	New	+$8.71K	﹤0.01%	176

Other funds holding VDE

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Management Professionals's VDE Position: Q1 2024 in Review

Financial Management Professionals sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 539 shares — an estimated $63K sold.

Financial Management Professionals first reported a position in VDE in Q1 2018 and held it in 8 quarters. The position peaked at $63K in Q4 2023. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

Financial Management Professionals reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
Financial Management Professionals sold 539 Vanguard Energy ETF shares in Q1 2024, an estimated $63K.
Financial Management Professionals first reported a position in Vanguard Energy ETF in Q1 2018 and held it in 8 quarters.
Financial Management Professionals's Vanguard Energy ETF position peaked at $63K in Q4 2023.
629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.