Fortitude Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-587	Closed	-$63K	–	1245
2022 Q1	$63K	Buy	587 +522	+803%	+$50.2K	0.03%	467
2021 Q4	$5K	Buy	+65	New	+$5.17K	﹤0.01%	1199

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Fortitude Advisory Group's VDE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 587 shares — an estimated $63K sold.

Fortitude Advisory Group first reported a position in VDE in Q4 2021 and held it in 2 quarters. The position peaked at $63K in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Fortitude Advisory Group reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 587 Vanguard Energy ETF shares in Q2 2022, an estimated $63K.
Fortitude Advisory Group first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Vanguard Energy ETF position peaked at $63K in Q1 2022.
547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.