GI
VDE icon

Gradient Investments’s Vanguard Energy ETF VDE Stock Holding History

Gradient Investments’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
Q1 		– Sell
-100
Closed -$11.7K – 1816
2023
Q4 		$11.7K Hold
100
– – ﹤0.01% 809
2023
Q3 		$12.7K Hold
100
– – ﹤0.01% 762
2023
Q2 		$11.3K Hold
100
– – ﹤0.01% 793
2023
Q1 		$11.4K Sell
100
-100
-50% -$11.9K ﹤0.01% 776
2022
Q4 		$24.3K Hold
200
– – ﹤0.01% 658
2022
Q3 		$20K Hold
200
– – ﹤0.01% 675
2022
Q2 		$20K Hold
200
– – ﹤0.01% 651
2022
Q1 		$21K Hold
200
– – ﹤0.01% 645
2021
Q4 		$16K Hold
200
– – ﹤0.01% 704
2021
Q3 		$15K Hold
200
– – ﹤0.01% 697
2021
Q2 		$15K Hold
200
– – ﹤0.01% 691
2021
Q1 		$14K Hold
200
– – ﹤0.01% 699
2020
Q4 		$8K Hold
200
– – ﹤0.01% 746
2020
Q3 		$8K Hold
200
– – ﹤0.01% 752
2020
Q2 		$10K Hold
200
– – ﹤0.01% 648
2020
Q1 		$8K Buy
200
+100
+100% +$6.34K ﹤0.01% 707
2019
Q4 		$8K Hold
100
– – ﹤0.01% 754
2019
Q3 		$8K Hold
100
– – ﹤0.01% 719
2019
Q2 		$9K Sell
100
-211
-68% -$18.2K ﹤0.01% 685
2019
Q1 		$28K Hold
311
– – ﹤0.01% 406
2018
Q4 		$24K Sell
311
-50
-14% -$4.58K ﹤0.01% 434
2018
Q3 		$38K Buy
361
+50
+16% +$5.18K ﹤0.01% 397
2018
Q2 		$33K Buy
+311
New +$31.8K ﹤0.01% 397
2016
Q4 		– Sell
-107
Closed -$10K – 801
2016
Q3 		$10K Buy
+107
New +$10.2K ﹤0.01% 460
2015
Q1 		– Sell
-6
Closed -$1K – 698
2014
Q4 		$1K Buy
+6
New +$715 ﹤0.01% 542

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gradient Investments's VDE Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 100 shares — an estimated $11.7K sold.

Gradient Investments first reported a position in VDE in Q4 2014 and held it in 25 quarters. The position peaked at $38K in Q3 2018. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

  • Gradient Investments reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 100 Vanguard Energy ETF shares in Q1 2024, an estimated $11.7K.
  • Gradient Investments first reported a position in Vanguard Energy ETF in Q4 2014 and held it in 25 quarters.
  • Gradient Investments's Vanguard Energy ETF position peaked at $38K in Q3 2018.
  • 629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.