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Insight Advisors’s Vanguard Energy ETF VDE Stock Holding History

Insight Advisors’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
-2,133
Closed -$261K – 311
2024
Q3 		$261K Sell
2,133
-926
-30% -$116K 0.05% 251
2024
Q2 		$390K Sell
3,059
-1,500
-33% -$195K 0.07% 190
2024
Q1 		$600K Sell
4,559
-2,568
-36% -$308K 0.12% 135
2023
Q4 		$836K Sell
7,127
-1,221
-15% -$146K 0.18% 94
2023
Q3 		$1.06M Sell
8,348
-2,979
-26% -$365K 0.24% 71
2023
Q2 		$1.28M Sell
11,327
-1,345
-11% -$151K 0.29% 58
2023
Q1 		$1.45M Buy
12,672
+296
+2% +$35.1K 0.34% 48
2022
Q4 		$1.44M Buy
12,376
+891
+8% +$108K 0.5% 46
2022
Q3 		$1.17M Buy
11,485
+326
+3% +$34.7K 0.46% 51
2022
Q2 		$1.12M Buy
11,159
+3,872
+53% +$433K 0.38% 66
2022
Q1 		$780K Buy
+7,287
New +$701K 0.23% 117

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