Laurel Wealth Advisors (California)’s Vanguard Energy ETF VDE Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$619K	Buy	5,100 +246	+5%	+$29.9K	0.06%	315
2022 Q3	$493K	Sell	4,854 -236	-5%	-$25.1K	0.05%	345
2022 Q2	$507K	Buy	5,090 +353	+7%	+$39.5K	0.05%	354
2022 Q1	$507K	Buy	4,737 +687	+17%	+$66.1K	0.04%	407
2021 Q4	$314K	Buy	4,050 +192	+5%	+$15.3K	0.02%	603
2021 Q3	$285K	Sell	3,858 -349	-8%	-$24.3K	0.05%	350
2021 Q2	$319K	Buy	4,207 +534	+15%	+$38.7K	0.04%	389
2021 Q1	$250K	Buy	+3,673	New	+$235K	0.04%	392

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s VDE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard Energy ETF (VDE) stake by 5.1% in Q4 2022, buying an estimated $29.9K and bringing the position to 5,100 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #315.

Laurel Wealth Advisors (California) first reported a position in VDE in Q1 2021 and has held it in 8 quarters since. 596 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

Laurel Wealth Advisors (California) held 5,100 shares of Vanguard Energy ETF worth $619K as of Q4 2022.
Laurel Wealth Advisors (California) bought 246 Vanguard Energy ETF shares in Q4 2022, an estimated $29.9K.
Vanguard Energy ETF made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #315 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 8 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.