Legal Advantage Investments’s Vanguard Energy ETF VDE Stock Holding History

Legal Advantage Investments’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 Q2	–	Sell	-10,112	Closed	-$1.08M	–	86
2022 Q1	$1.08M	Sell	10,112 -150	-1%	-$14.4K	0.81%	37
2021 Q4	$796K	Buy	10,262 +6,262	+157%	+$498K	0.54%	49
2021 Q3	$296K	Hold	4,000	–	–	0.2%	72
2021 Q2	$304K	Hold	4,000	–	–	0.21%	71
2021 Q1	$272K	Hold	4,000	–	–	0.2%	70
2020 Q4	$207K	Buy	+4,000	New	+$187K	0.16%	73

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Legal Advantage Investments's VDE Position: Q2 2022 in Review

Legal Advantage Investments sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 10,112 shares — an estimated $1.08M sold.

Legal Advantage Investments first reported a position in VDE in Q4 2020 and held it in 6 quarters. The position peaked at $1.08M in Q1 2022. 548 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Legal Advantage Investments reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
Legal Advantage Investments sold 10,112 Vanguard Energy ETF shares in Q2 2022, an estimated $1.08M.
Legal Advantage Investments first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 6 quarters.
Legal Advantage Investments's Vanguard Energy ETF position peaked at $1.08M in Q1 2022.
548 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Legal Advantage Investments's 13F filing for Q2 2022, filed 26 Jul 2022.