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 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

Frontier Wealth Management's VDE Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 4.7% in Q2 2022, selling an estimated $24.8K and leaving 4,452 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #255.

Frontier Wealth Management first reported a position in VDE in Q2 2018 and has held it in 11 quarters since. The position peaked at $514K in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Frontier Wealth Management held 4,452 shares of Vanguard Energy ETF worth $443K as of Q2 2022.
Frontier Wealth Management sold 222 Vanguard Energy ETF shares in Q2 2022, an estimated $24.8K.
Vanguard Energy ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #255 holding.
Frontier Wealth Management first reported a position in Vanguard Energy ETF in Q2 2018 and has held it in 11 quarters since.
Frontier Wealth Management's Vanguard Energy ETF position peaked at $514K in Q1 2022.
547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.