Jackson Hole Capital Partners’s Vanguard Energy ETF VDE Stock Holding History

Jackson Hole Capital Partners’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 Q1	–	Sell	-125	Closed	-$14.7K	–	286
2023 Q4	$14.7K	Hold	125	–	–	﹤0.01%	243
2023 Q3	$15.8K	Hold	125	–	–	﹤0.01%	228
2023 Q2	$14.1K	Hold	125	–	–	﹤0.01%	244
2023 Q1	$14.3K	Hold	125	–	–	﹤0.01%	266
2022 Q4	$15.2K	Hold	125	–	–	﹤0.01%	231
2022 Q3	$13K	Hold	125	–	–	﹤0.01%	230
2022 Q2	$12K	Hold	125	–	–	﹤0.01%	214
2022 Q1	$13K	Hold	125	–	–	﹤0.01%	224
2021 Q4	$10K	Hold	125	–	–	﹤0.01%	217
2021 Q3	$9K	Hold	125	–	–	﹤0.01%	228
2021 Q2	$9K	Hold	125	–	–	﹤0.01%	227
2021 Q1	$9K	Hold	125	–	–	﹤0.01%	224
2020 Q4	$6K	Hold	125	–	–	﹤0.01%	205
2020 Q3	$5K	Hold	125	–	–	﹤0.01%	183
2020 Q2	$6K	Hold	125	–	–	﹤0.01%	166
2020 Q1	$5K	Hold	125	–	–	﹤0.01%	159
2019 Q4	$10K	Hold	125	–	–	0.01%	197
2019 Q3	$10K	Sell	125 -4,410	-97%	-$353K	0.01%	194
2019 Q2	$386K	Buy	4,535 +2,610	+136%	+$225K	0.24%	102
2019 Q1	$172K	Hold	1,925	–	–	0.15%	118
2018 Q4	$148K	Buy	+1,925	New	+$176K	0.16%	116

Other funds holding VDE

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return