FIM
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FWL Investment Management’s Vanguard Energy ETF VDE Stock Holding History

FWL Investment 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
Q4 		– Sell
-77
Closed -$9.43K – 330
2024
Q3 		$9.43K Buy
+77
New +$9.63K ﹤0.01% 238

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWL Investment Management's VDE Position: Q4 2024 in Review

FWL Investment Management sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 77 shares — an estimated $9.43K sold.

FWL Investment Management first reported a position in VDE in Q3 2024 and held it in 1 quarter. The position peaked at $9.43K in Q3 2024. 694 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • FWL Investment Management reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • FWL Investment Management sold 77 Vanguard Energy ETF shares in Q4 2024, an estimated $9.43K.
  • FWL Investment Management first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 1 quarter.
  • FWL Investment Management's Vanguard Energy ETF position peaked at $9.43K in Q3 2024.
  • 694 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on FWL Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.