LIWM
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Long Island Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Long Island Wealth Management’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
-620
Closed -$73K – 387
2023
Q4 		$73K Buy
+620
New +$74.3K 0.05% 112

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Long Island Wealth Management's VDE Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 620 shares — an estimated $73K sold.

Long Island Wealth Management first reported a position in VDE in Q4 2023 and held it in 1 quarter. The position peaked at $73K in Q4 2023. 630 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 620 Vanguard Energy ETF shares in Q1 2024, an estimated $73K.
  • Long Island Wealth Management first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Energy ETF position peaked at $73K in Q4 2023.
  • 630 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.