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Global Wealth Management Investment Advisory’s Vanguard Energy ETF VDE Stock Holding History

Global Wealth Management Investment Advisory’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
2023
Q3 		– Sell
-60
Closed -$6.77K – 502
2023
Q2 		$6.77K Buy
+60
New +$6.76K ﹤0.01% 321

Other funds holding VDE

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Wealth Management Investment Advisory's VDE Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Energy ETF (VDE) in Q3 2023, closing a stake of 60 shares — an estimated $6.77K sold.

Global Wealth Management Investment Advisory first reported a position in VDE in Q2 2023 and held it in 1 quarter. The position peaked at $6.77K in Q2 2023. 604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Vanguard Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 60 Vanguard Energy ETF shares in Q3 2023, an estimated $6.77K.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Energy ETF in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Vanguard Energy ETF position peaked at $6.77K in Q2 2023.
  • 604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.