Goodwin Investment Advisory’s Vanguard Energy ETF VDE Stock Holding History

Goodwin 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 Q1	–	Sell	-19	Closed	-$2.3K	–	206
2022 Q4	$2.3K	Hold	19	–	–	﹤0.01%	193
2022 Q3	$2K	Sell	19 -8	-30%	-$851	﹤0.01%	200
2022 Q2	$2.69K	Sell	27 -243	-90%	-$27.2K	﹤0.01%	143
2022 Q1	$29K	Sell	270 -5,829	-96%	-$561K	0.02%	108
2021 Q4	$474K	Sell	6,099 -49,293	-89%	-$3.92M	0.35%	25
2021 Q3	$4.08M	Sell	55,392 -5,028	-8%	-$351K	3.97%	5
2021 Q2	$4.58M	Buy	60,420 +20,000	+49%	+$1.45M	4.99%	4
2021 Q1	$2.73M	Buy	+40,420	New	+$2.58M	3.22%	8

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goodwin Investment Advisory's VDE Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Vanguard Energy ETF (VDE) in Q1 2023, closing a stake of 19 shares — an estimated $2.3K sold.

Goodwin Investment Advisory first reported a position in VDE in Q1 2021 and held it in 8 quarters. The position peaked at $4.58M in Q2 2021. 566 funds tracked by Wall St. Rank hold VDE as of Q1 2023.

Goodwin Investment Advisory reported no remaining Vanguard Energy ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 19 Vanguard Energy ETF shares in Q1 2023, an estimated $2.3K.
Goodwin Investment Advisory first reported a position in Vanguard Energy ETF in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's Vanguard Energy ETF position peaked at $4.58M in Q2 2021.
566 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.