Frontier Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Frontier Wealth Management’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	$443K	Sell	4,452 -222	-5%	-$24.8K	0.03%	255
2022 Q1	$514K	Sell	4,674 -501	-10%	-$48.2K	0.01%	245
2021 Q4	$402K	Sell	5,175 -18	-0.3%	-$1.43K	0.03%	293
2021 Q3	$384K	Buy	5,193 +50	+1%	+$3.49K	0.03%	302
2021 Q2	$390K	Sell	5,143 -55	-1%	-$3.99K	0.03%	298
2021 Q1	$353K	Buy	5,198 +1	+0%	+$64	0.03%	284
2020 Q4	$270K	Buy	+5,197	New	+$243K	0.02%	309
2019 Q2	–	Sell	-2,520	Closed	-$225K	–	370
2019 Q1	$225K	Sell	2,520 -103	-4%	-$8.94K	0.03%	317
2018 Q4	$202K	Buy	2,623 +227	+9%	+$20.8K	0.03%	327
2018 Q3	$252K	Buy	2,396 +106	+5%	+$11K	0.02%	329
2018 Q2	$241K	Buy	+2,290	New	+$234K	0.03%	324

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

Wealthfront Advisers

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

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

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

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

Envestnet Asset Management

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