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	–	1021
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

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

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

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

Manulife (Manufacturers Life Insurance)

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return