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	–	454
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 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

Financial Synergies Wealth Advisors's VDE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 49 shares — an estimated $6.47K sold.

Financial Synergies Wealth Advisors first reported a position in VDE in Q2 2022 and held it in 8 quarters. The position peaked at $6.47K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 49 Vanguard Energy ETF shares in Q2 2024, an estimated $6.47K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Energy ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Vanguard Energy ETF position peaked at $6.47K in Q1 2024.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.