Harrison & Co Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Harrison & Co Wealth Management’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
2022 Q4	$338K	Buy	2,790 +12	+0.4%	+$1.46K	0.33%	74
2022 Q3	$282K	Sell	2,778 -64	-2%	-$6.81K	0.3%	72
2022 Q2	$283K	Sell	2,842 -62	-2%	-$6.94K	0.27%	72
2022 Q1	$311K	Sell	2,904 -569	-16%	-$54.8K	0.27%	73
2021 Q4	$270K	Buy	+3,473	New	+$276K	0.23%	74

Other funds holding VDE

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

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

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 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

Harrison & Co Wealth Management's VDE Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Vanguard Energy ETF (VDE) stake by 0.43% in Q4 2022, buying an estimated $1.46K and bringing the position to 2,790 shares worth $338K. The position accounts for 0.33% of the portfolio, ranked #74.

Harrison & Co Wealth Management first reported a position in VDE in Q4 2021 and has held it in 5 quarters since. 596 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

Harrison & Co Wealth Management held 2,790 shares of Vanguard Energy ETF worth $338K as of Q4 2022.
Harrison & Co Wealth Management bought 12 Vanguard Energy ETF shares in Q4 2022, an estimated $1.46K.
Vanguard Energy ETF made up 0.33% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #74 holding.
Harrison & Co Wealth Management first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 5 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.