FFA
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Freedman Financial Associates’s Vanguard Energy ETF VDE Stock Holding History

Freedman Financial Associates’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
-129
Closed -$14K – 402
2022
Q1 		$14K Buy
+129
New +$12.4K 0.01% 327

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedman Financial Associates's VDE Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 129 shares — an estimated $14K sold.

Freedman Financial Associates first reported a position in VDE in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 548 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 129 Vanguard Energy ETF shares in Q2 2022, an estimated $14K.
  • Freedman Financial Associates first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 1 quarter.
  • Freedman Financial Associates's Vanguard Energy ETF position peaked at $14K in Q1 2022.
  • 548 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.