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Marks Wealth’s Vanguard Energy ETF VDE Stock Holding History

Marks 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
2022
Q3 		– Sell
-2,331
Closed -$232K – 16
2022
Q2 		$232K Buy
+2,331
New +$261K 0.27% 15
2021
Q4 		– Sell
-2,936
Closed -$217K – 40
2021
Q3 		$217K Buy
+2,936
New +$205K 0.07% 32

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marks Wealth's VDE Position: Q3 2022 in Review

Marks Wealth sold out of Vanguard Energy ETF (VDE) in Q3 2022, closing a stake of 2,331 shares — an estimated $232K sold.

Marks Wealth first reported a position in VDE in Q3 2021 and held it in 2 quarters. The position peaked at $232K in Q2 2022. 518 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

  • Marks Wealth reported no remaining Vanguard Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Marks Wealth sold 2,331 Vanguard Energy ETF shares in Q3 2022, an estimated $232K.
  • Marks Wealth first reported a position in Vanguard Energy ETF in Q3 2021 and held it in 2 quarters.
  • Marks Wealth's Vanguard Energy ETF position peaked at $232K in Q2 2022.
  • 518 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Marks Wealth's 13F filing for Q3 2022, filed 18 Oct 2022.