Financial Synergies Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-49	Closed	-$6.47K	–	455
2024 Q1	$6.47K	Buy	49 +2	+4%	+$240	﹤0.01%	268
2023 Q4	$5.71K	Sell	47 -1	-2%	-$120	﹤0.01%	212
2023 Q3	$6.08K	Hold	48	–	–	﹤0.01%	260
2023 Q2	$5.37K	Hold	48	–	–	﹤0.01%	258
2023 Q1	$5.43K	Buy	48 +1	+2%	+$119	﹤0.01%	261
2022 Q4	$5.71K	Buy	47 +1	+2%	+$122	﹤0.01%	212
2022 Q3	$4.68K	Hold	46	–	–	﹤0.01%	189
2022 Q2	$4.58K	Buy	+46	New	+$5.15K	﹤0.01%	193

Other funds holding VDE

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return