Investors Asset Management of Georgia’s Vanguard Energy ETF VDE Stock Holding History

Investors Asset Management of Georgia’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	–	Sell	-768	Closed	-$78K	–	501
2022 Q3	$78K	Buy	768 +354	+86%	+$37.7K	0.04%	242
2022 Q2	$41K	Buy	+414	New	+$46.3K	0.02%	280

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's VDE Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Energy ETF (VDE) in Q4 2022, closing a stake of 768 shares — an estimated $78K sold.

Investors Asset Management of Georgia first reported a position in VDE in Q2 2022 and held it in 2 quarters. The position peaked at $78K in Q3 2022. 597 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Energy ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 768 Vanguard Energy ETF shares in Q4 2022, an estimated $78K.
Investors Asset Management of Georgia first reported a position in Vanguard Energy ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Vanguard Energy ETF position peaked at $78K in Q3 2022.
597 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.