Juncture Wealth Strategies’s Vanguard Energy ETF VDE Stock Holding History

Juncture Wealth Strategies’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 Q2	–	Sell	-1,724	Closed	-$227K	–	124
2024 Q1	$227K	Sell	1,724 -226	-12%	-$27.1K	0.1%	104
2023 Q4	$229K	Sell	1,950 -291	-13%	-$34.9K	0.1%	96
2023 Q3	$284K	Sell	2,241 -115	-5%	-$14.1K	0.14%	103
2023 Q2	$266K	Sell	2,356 -162	-6%	-$18.2K	0.12%	105
2023 Q1	$288K	Sell	2,518 -312	-11%	-$37K	0.14%	97
2022 Q4	$343K	Sell	2,830 -87	-3%	-$10.6K	0.16%	88
2022 Q3	$296K	Buy	2,917 +33	+1%	+$3.51K	0.15%	90
2022 Q2	$287K	Buy	+2,884	New	+$323K	0.14%	94

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

Juncture Wealth Strategies's VDE Position: Q2 2024 in Review

Juncture Wealth Strategies sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 1,724 shares — an estimated $227K sold.

Juncture Wealth Strategies first reported a position in VDE in Q2 2022 and held it in 8 quarters. The position peaked at $343K in Q4 2022. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

Juncture Wealth Strategies reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
Juncture Wealth Strategies sold 1,724 Vanguard Energy ETF shares in Q2 2024, an estimated $227K.
Juncture Wealth Strategies first reported a position in Vanguard Energy ETF in Q2 2022 and held it in 8 quarters.
Juncture Wealth Strategies's Vanguard Energy ETF position peaked at $343K in Q4 2022.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Juncture Wealth Strategies's 13F filing for Q2 2024, filed 11 Jul 2024.