Harel Insurance Investments & Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Harel Insurance Investments & Financial Services’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 Q2	–	Sell	-8,633	Closed	-$980K	–	797
2023 Q1	$980K	Buy	8,633 +5,633	+188%	+$668K	0.02%	175
2022 Q4	$361K	Buy	+3,000	New	+$365K	0.01%	229
2022 Q3	–	Sell	-2,450	Closed	-$244K	–	762
2022 Q2	$244K	Buy	+2,450	New	+$274K	0.01%	310
2021 Q1	–	Sell	-1,200	Closed	-$200K	–	874
2020 Q4	$200K	Hold	1,200	–	–	﹤0.01%	494
2020 Q3	$48K	Sell	1,200 -1,000	-45%	-$47.6K	﹤0.01%	465
2020 Q2	$111K	Sell	2,200 -71	-3%	-$3.5K	﹤0.01%	314
2020 Q1	$87K	Sell	2,271 -109	-5%	-$6.92K	﹤0.01%	226
2019 Q4	$194K	Buy	+2,380	New	+$185K	0.01%	206
2016 Q4	–	Sell	-225	Closed	-$22K	–	448
2016 Q3	$22K	Sell	225 -75	-25%	-$7.12K	﹤0.01%	301
2016 Q2	$29K	Buy	+300	New	+$27.6K	﹤0.01%	414
2016 Q1	–	Sell	-300	Closed	-$24K	–	255
2015 Q4	$25K	Buy	+300	New	+$27.4K	﹤0.01%	240

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 $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's VDE Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 8,633 shares — an estimated $980K sold.

Harel Insurance Investments & Financial Services first reported a position in VDE in Q4 2015 and held it in 11 quarters. The position peaked at $980K in Q1 2023. 568 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

Harel Insurance Investments & Financial Services reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 8,633 Vanguard Energy ETF shares in Q2 2023, an estimated $980K.
Harel Insurance Investments & Financial Services first reported a position in Vanguard Energy ETF in Q4 2015 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's Vanguard Energy ETF position peaked at $980K in Q1 2023.
568 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.