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Heritage Wealth Management (Arizona)’s Vanguard Energy ETF VDE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-80
Closed -$9K – 1062
2022
Q1 		$9K Buy
+80
New +$7.7K ﹤0.01% 730

Other funds holding VDE

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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VDE Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 80 shares — an estimated $9K sold.

Heritage Wealth Management (Arizona) first reported a position in VDE in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 80 Vanguard Energy ETF shares in Q2 2022, an estimated $9K.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Vanguard Energy ETF position peaked at $9K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.