LWAC
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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

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MMEA
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Envestnet Asset Management
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