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Linscomb Wealth’s Vanguard Energy ETF VDE Stock Holding History

Linscomb Wealth’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
2023
Q1 		– Sell
-2,810
Closed -$341K – 322
2022
Q4 		$341K Buy
+2,810
New +$342K 0.02% 263
2022
Q2 		– Sell
-2,878
Closed -$308K – 334
2022
Q1 		$308K Buy
+2,878
New +$277K 0.01% 289

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Linscomb Wealth's VDE Position: Q1 2023 in Review

Linscomb Wealth sold out of Vanguard Energy ETF (VDE) in Q1 2023, closing a stake of 2,810 shares — an estimated $341K sold.

Linscomb Wealth first reported a position in VDE in Q1 2022 and held it in 2 quarters. The position peaked at $341K in Q4 2022. 564 funds tracked by Wall St. Rank hold VDE as of Q1 2023.

  • Linscomb Wealth reported no remaining Vanguard Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Linscomb Wealth sold 2,810 Vanguard Energy ETF shares in Q1 2023, an estimated $341K.
  • Linscomb Wealth first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 2 quarters.
  • Linscomb Wealth's Vanguard Energy ETF position peaked at $341K in Q4 2022.
  • 564 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2023.

Based on Linscomb Wealth's 13F filing for Q1 2023, filed 11 May 2023.