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

FSA 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
2024
Q1 		– Sell
-4
Closed – – 637
2023
Q4 		$0 Buy
+4
New +$479 ﹤0.01% 597
2020
Q3 		– Sell
-4
Closed – – 339
2020
Q2 		$0 Sell
4
-93
-96% -$4.59K ﹤0.01% 418
2020
Q1 		$4K Hold
97
– – ﹤0.01% 326
2019
Q4 		$8K Buy
+97
New +$7.55K 0.01% 344

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FSA Wealth Management's VDE Position: Q1 2024 in Review

FSA Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 4 shares.

FSA Wealth Management first reported a position in VDE in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

  • FSA Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
  • FSA Wealth Management sold 4 Vanguard Energy ETF shares in Q1 2024.
  • FSA Wealth Management first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 4 quarters.
  • FSA Wealth Management's Vanguard Energy ETF position peaked at $8K in Q4 2019.
  • 629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.