GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-206
Closed -$15K – 1075
2021
Q3 		$15K Buy
+206
New +$14.4K ﹤0.01% 572

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VDE Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Energy ETF (VDE) in Q4 2021, closing a stake of 206 shares — an estimated $15K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VDE in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 479 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 206 Vanguard Energy ETF shares in Q4 2021, an estimated $15K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Energy ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Energy ETF position peaked at $15K in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.