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Jaffetilchin Investment Partners’s Vanguard Energy ETF VDE Stock Holding History

Jaffetilchin Investment 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
Q4 		– Sell
-217
Closed -$26.6K – 1268
2024
Q3 		$26.6K Buy
+217
New +$27.1K ﹤0.01% 696

Other funds holding VDE

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Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jaffetilchin Investment Partners's VDE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 217 shares — an estimated $26.6K sold.

Jaffetilchin Investment Partners first reported a position in VDE in Q3 2024 and held it in 1 quarter. The position peaked at $26.6K in Q3 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 217 Vanguard Energy ETF shares in Q4 2024, an estimated $26.6K.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Energy ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Vanguard Energy ETF position peaked at $26.6K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.