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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jackson Hole Capital Partners's VDE Position: Q1 2024 in Review

Jackson Hole Capital Partners sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 125 shares — an estimated $14.7K sold.

Jackson Hole Capital Partners first reported a position in VDE in Q4 2018 and held it in 21 quarters. The position peaked at $386K in Q2 2019. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

Jackson Hole Capital Partners reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
Jackson Hole Capital Partners sold 125 Vanguard Energy ETF shares in Q1 2024, an estimated $14.7K.
Jackson Hole Capital Partners first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 21 quarters.
Jackson Hole Capital Partners's Vanguard Energy ETF position peaked at $386K in Q2 2019.
629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2024, filed 9 May 2024.