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	–	538
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VDE Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 47 shares — an estimated $5.76K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VDE in Q4 2021 and held it in 11 quarters. The position peaked at $228K in Q2 2022. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 47 Vanguard Energy ETF shares in Q4 2024, an estimated $5.76K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Energy ETF position peaked at $228K in Q2 2022.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.