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Godsey & Gibb Inc’s Vanguard Energy ETF VDE Stock Holding History

Godsey & Gibb Inc’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
Q3 		– Sell
-143
Closed -$18.3K – 462
2024
Q2 		$18.3K Sell
143
-70
-33% -$9.11K ﹤0.01% 257
2024
Q1 		$28.1K Buy
+213
New +$25.5K ﹤0.01% 203

Other funds holding VDE

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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
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
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

Godsey & Gibb Inc's VDE Position: Q3 2024 in Review

Godsey & Gibb Inc sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 143 shares — an estimated $18.3K sold.

Godsey & Gibb Inc first reported a position in VDE in Q1 2024 and held it in 2 quarters. The position peaked at $28.1K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

  • Godsey & Gibb Inc reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 143 Vanguard Energy ETF shares in Q3 2024, an estimated $18.3K.
  • Godsey & Gibb Inc first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 2 quarters.
  • Godsey & Gibb Inc's Vanguard Energy ETF position peaked at $28.1K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Godsey & Gibb Inc's 13F filing for Q3 2024, filed 18 Oct 2024.