Lee Financial’s Vanguard Energy ETF VDE Stock Holding History

Lee Financial’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 Q1	–	Sell	-50	Closed	-$5.86K	–	791
2023 Q4	$5.86K	Hold	50	–	–	﹤0.01%	515
2023 Q3	$6.34K	Hold	50	–	–	﹤0.01%	484
2023 Q2	$5.64K	Hold	50	–	–	﹤0.01%	487
2023 Q1	$5.71K	Hold	50	–	–	﹤0.01%	508
2022 Q4	$6.06K	Hold	50	–	–	﹤0.01%	524
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	553
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	567
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	520
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	644
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	529
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	488
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	452
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	442
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	509
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	476
2020 Q1	$2K	Buy	+50	New	+$3.17K	﹤0.01%	453

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lee Financial's VDE Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 50 shares — an estimated $5.86K sold.

Lee Financial first reported a position in VDE in Q1 2020 and held it in 16 quarters. The position peaked at $6.34K in Q3 2023. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

Lee Financial reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 50 Vanguard Energy ETF shares in Q1 2024, an estimated $5.86K.
Lee Financial first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 16 quarters.
Lee Financial's Vanguard Energy ETF position peaked at $6.34K in Q3 2023.
629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.