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Kistler-Tiffany Companies’s Vanguard Energy ETF VDE Stock Holding History

Kistler-Tiffany Companies’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 		$106K Buy
939
+50
+6% +$5.63K 0.02% 386
2023
Q1 		$102K Buy
889
+182
+26% +$21.6K 0.02% 342
2022
Q4 		$85.7K Sell
707
-1,060
-60% -$129K 0.02% 362
2022
Q3 		$179K Hold
1,767
– – 0.04% 214
2022
Q2 		$176K Hold
1,767
– – 0.04% 222
2022
Q1 		$189K Buy
1,767
+1,060
+150% +$102K 0.04% 229
2021
Q4 		$55K Hold
707
– – 0.01% 364
2021
Q3 		$52K Hold
707
– – 0.01% 367
2021
Q2 		$54K Hold
707
– – 0.01% 355
2021
Q1 		$48K Hold
707
– – 0.01% 341
2020
Q4 		$37K Sell
707
-1,320
-65% -$61.7K 0.01% 344
2020
Q3 		$82K Sell
2,027
-152
-7% -$7.23K 0.03% 231
2020
Q2 		$110K Sell
2,179
-1,422
-39% -$70.2K 0.04% 189
2020
Q1 		$293K Hold
3,601
– – 0.1% 114
2019
Q4 		$293K Sell
3,601
-608
-14% -$47.3K 0.1% 118
2019
Q3 		$328K Sell
4,209
-971
-19% -$77.7K 0.12% 106
2019
Q2 		$440K Buy
5,180
+249
+5% +$21.4K 0.17% 81
2019
Q1 		$441K Sell
4,931
-43
-0.9% -$3.73K 0.18% 76
2018
Q4 		$384K Buy
4,974
+260
+6% +$23.8K 0.18% 80
2018
Q3 		$495K Sell
4,714
-86
-2% -$8.92K 0.2% 79
2018
Q2 		$504K Sell
4,800
-443
-8% -$45.3K 0.22% 77
2018
Q1 		$484K Sell
5,243
-522
-9% -$50.5K 0.2% 87
2017
Q4 		$570K Buy
5,765
+62
+1% +$5.83K 0.23% 80
2017
Q3 		$534K Buy
5,703
+242
+4% +$21.5K 0.22% 74
2017
Q2 		$483K Buy
5,461
+62
+1% +$5.72K 0.22% 75
2017
Q1 		$522K Hold
5,399
– – 0.25% 68
2016
Q4 		$565K Sell
5,399
-894
-14% -$89.4K 0.28% 57
2016
Q3 		$615K Sell
6,293
-502
-7% -$47.7K 0.3% 55
2016
Q2 		$646K Sell
6,795
-144
-2% -$13.2K 0.33% 52
2016
Q1 		$596K Sell
6,939
-488
-7% -$39.1K 0.33% 53
2015
Q4 		$619K Sell
7,427
-1,047
-12% -$95.5K 0.34% 55
2015
Q3 		$720K Buy
8,474
+1,655
+24% +$157K 0.43% 43
2015
Q2 		$729K Buy
6,819
+312
+5% +$35.1K 0.44% 45
2015
Q1 		$711K Buy
6,507
+3,008
+86% +$329K 0.45% 44
2014
Q4 		$391K Buy
3,499
+621
+22% +$74K 0.26% 67
2014
Q3 		$377K Buy
2,878
+355
+14% +$49.5K 0.25% 72
2014
Q2 		$363K Sell
2,523
-114
-4% -$15.5K 0.26% 70
2014
Q1 		$339K Buy
2,637
+15
+0.6% +$1.85K 0.25% 71
2013
Q4 		$332K Buy
2,622
+3
+0.1% +$373 0.25% 71
2013
Q3 		$312K Sell
2,619
-61
-2% -$7.2K 0.25% 71
2013
Q2 		$301K Buy
+2,680
New +$303K 0.26% 72

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kistler-Tiffany Companies's VDE Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Energy ETF (VDE) stake by 5.6% in Q2 2023, buying an estimated $5.63K and bringing the position to 939 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #386.

Kistler-Tiffany Companies first reported a position in VDE in Q2 2013 and has held it in 41 quarters since. The position peaked at $729K in Q2 2015. 568 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

  • Kistler-Tiffany Companies held 939 shares of Vanguard Energy ETF worth $106K as of Q2 2023.
  • Kistler-Tiffany Companies bought 50 Vanguard Energy ETF shares in Q2 2023, an estimated $5.63K.
  • Vanguard Energy ETF made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #386 holding.
  • Kistler-Tiffany Companies first reported a position in Vanguard Energy ETF in Q2 2013 and has held it in 41 quarters since.
  • Kistler-Tiffany Companies's Vanguard Energy ETF position peaked at $729K in Q2 2015.
  • 568 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.