Janiczek Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Janiczek Wealth Management’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
2023 Q2	–	Sell	-202	Closed	-$24.2K	–	1020
2023 Q1	$24.2K	Buy	202 +2	+1%	+$237	0.01%	419
2022 Q4	$24.9K	Buy	200 +2	+1%	+$243	0.01%	422
2022 Q3	$22K	Buy	198 +2	+1%	+$213	0.01%	442
2022 Q2	$22K	Buy	196 +2	+1%	+$224	0.01%	457
2022 Q1	$21K	Buy	194 +2	+1%	+$193	0.01%	446
2021 Q4	$15K	Buy	192 +4	+2%	+$318	﹤0.01%	531
2021 Q3	$14K	Hold	188	–	–	0.01%	520
2021 Q2	$14K	Buy	188 +4	+2%	+$290	0.01%	503
2021 Q1	$13K	Hold	184	–	–	0.01%	478
2020 Q4	$10K	Sell	184 -398	-68%	-$18.6K	﹤0.01%	482
2020 Q3	$23K	Sell	582 -112	-16%	-$5.33K	0.01%	150
2020 Q2	$35K	Buy	+694	New	+$34.2K	0.02%	98

Other funds holding VDE

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janiczek Wealth Management's VDE Position: Q2 2023 in Review

Janiczek Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 202 shares — an estimated $24.2K sold.

Janiczek Wealth Management first reported a position in VDE in Q2 2020 and held it in 12 quarters. The position peaked at $35K in Q2 2020. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

Janiczek Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
Janiczek Wealth Management sold 202 Vanguard Energy ETF shares in Q2 2023, an estimated $24.2K.
Janiczek Wealth Management first reported a position in Vanguard Energy ETF in Q2 2020 and held it in 12 quarters.
Janiczek Wealth Management's Vanguard Energy ETF position peaked at $35K in Q2 2020.
567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Janiczek Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.