IHL
VDE icon

Investment House LLC’s Vanguard Energy ETF VDE Stock Holding History

Investment House LLC’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
Q2 		– Sell
-5,571
Closed -$734K – 228
2024
Q1 		$734K Buy
+5,571
New +$668K 0.04% 139
2023
Q1 		– Sell
-5,444
Closed -$660K – 187
2022
Q4 		$660K Buy
+5,444
New +$663K 0.06% 121

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment House LLC's VDE Position: Q2 2024 in Review

Investment House LLC sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 5,571 shares — an estimated $734K sold.

Investment House LLC first reported a position in VDE in Q4 2022 and held it in 2 quarters. The position peaked at $734K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

  • Investment House LLC reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Investment House LLC sold 5,571 Vanguard Energy ETF shares in Q2 2024, an estimated $734K.
  • Investment House LLC first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 2 quarters.
  • Investment House LLC's Vanguard Energy ETF position peaked at $734K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Investment House LLC's 13F filing for Q2 2024, filed 22 Jul 2024.