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Gen-Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Gen-Wealth Partners’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
-74
Closed -$9.1K – 680
2024
Q3 		$9.1K Buy
+74
New +$9.26K ﹤0.01% 505

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 $1.65B AUM 17.84% 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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gen-Wealth Partners's VDE Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 74 shares — an estimated $9.1K sold.

Gen-Wealth Partners first reported a position in VDE in Q3 2024 and held it in 1 quarter. The position peaked at $9.1K in Q3 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 74 Vanguard Energy ETF shares in Q4 2024, an estimated $9.1K.
  • Gen-Wealth Partners first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vanguard Energy ETF position peaked at $9.1K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.