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Guardian Wealth Advisors (North Carolina)’s Vanguard Energy ETF VDE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-47
Closed -$5.76K – 539
2024
Q3 		$5.76K Hold
47
– – ﹤0.01% 404
2024
Q2 		$6K Sell
47
-588
-93% -$76.5K ﹤0.01% 384
2024
Q1 		$83.6K Sell
635
-89
-12% -$10.7K 0.01% 293
2023
Q4 		$84.9K Sell
724
-763
-51% -$91.5K 0.01% 274
2023
Q3 		$190K Sell
1,487
-142
-9% -$17.4K 0.03% 239
2023
Q2 		$185K Buy
1,629
+477
+41% +$53.7K 0.03% 229
2023
Q1 		$132K Sell
1,152
-85
-7% -$10.1K 0.02% 231
2022
Q4 		$150K Buy
+1,237
New +$151K 0.03% 208
2022
Q3 		– Sell
-2,288
Closed -$228K – 377
2022
Q2 		$228K Buy
2,288
+488
+27% +$54.6K 0.04% 173
2022
Q1 		$193K Sell
1,800
-58
-3% -$5.58K 0.08% 162
2021
Q4 		$144K Buy
+1,858
New +$148K 0.06% 149

Other funds holding VDE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return