Fort Point Capital Partners’s Vanguard Energy ETF VDE Stock Holding History

Fort Point Capital Partners’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	-4,817	Closed	-$634K	–	333
2024 Q1	$634K	Buy	+4,817	New	+$577K	0.09%	173
2023 Q2	–	Sell	-9,677	Closed	-$1.11M	–	301
2023 Q1	$1.11M	Sell	9,677 -133	-1%	-$15.8K	0.18%	96
2022 Q4	$1.19M	Sell	9,810 -10,369	-51%	-$1.26M	0.21%	89
2022 Q3	$2.05M	Buy	20,179 +12,649	+168%	+$1.35M	0.38%	61
2022 Q2	$749K	Sell	7,530 -1,625	-18%	-$182K	0.13%	118
2022 Q1	$980K	Buy	9,155 +5,333	+140%	+$513K	0.15%	107
2021 Q4	$297K	Buy	3,822 +359	+10%	+$28.6K	0.04%	226
2021 Q3	$256K	Sell	3,463 -401	-10%	-$28K	0.04%	212
2021 Q2	$293K	Buy	+3,864	New	+$280K	0.06%	134

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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