Lehman & Derafelo Financial Resources’s Vanguard Energy ETF VDE Stock Holding History

Lehman & Derafelo Financial Resources’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	$727K	Buy	5,997 +86	+1%	+$10.5K	0.22%	53
2022 Q3	$608K	Hold	5,911	–	–	0.19%	52
2022 Q2	$588K	Hold	5,911	–	–	0.18%	55
2022 Q1	$633K	Hold	5,911	–	–	0.18%	54
2021 Q4	$459K	Hold	5,911	–	–	0.14%	62
2021 Q3	$437K	Sell	5,911 -200	-3%	-$13.9K	0.14%	66
2021 Q2	$464K	Hold	6,111	–	–	0.13%	70
2021 Q1	$416K	Hold	6,111	–	–	0.12%	74
2020 Q4	$317K	Buy	6,111 +5,750	+1,593%	+$269K	0.09%	84
2020 Q3	$15K	Hold	361	–	–	﹤0.01%	219
2020 Q2	$18K	Buy	+361	New	+$17.8K	0.01%	198

Other funds holding VDE

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $374B AUM 17.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VDE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Vanguard Energy ETF (VDE) stake by 1.5% in Q4 2022, buying an estimated $10.5K and bringing the position to 5,997 shares worth $727K. The position accounts for 0.22% of the portfolio, ranked #53.

Lehman & Derafelo Financial Resources first reported a position in VDE in Q2 2020 and has held it in 11 quarters since. 597 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

Lehman & Derafelo Financial Resources held 5,997 shares of Vanguard Energy ETF worth $727K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 86 Vanguard Energy ETF shares in Q4 2022, an estimated $10.5K.
Vanguard Energy ETF made up 0.22% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #53 holding.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Energy ETF in Q2 2020 and has held it in 11 quarters since.
597 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.