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McDonald Partners’s Vanguard Energy ETF VDE Stock Holding History

McDonald Partners’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
-2,155
Closed -$214K – 281
2022
Q2 		$214K Hold
2,155
– – 0.05% 273
2022
Q1 		$231K Sell
2,155
-8,584
-80% -$826K 0.05% 283
2021
Q4 		$833K Buy
+10,739
New +$854K 0.77% 38

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McDonald Partners's VDE Position: Q3 2022 in Review

McDonald Partners sold out of Vanguard Energy ETF (VDE) in Q3 2022, closing a stake of 2,155 shares — an estimated $214K sold.

McDonald Partners first reported a position in VDE in Q4 2021 and held it in 3 quarters. The position peaked at $833K in Q4 2021. 517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

  • McDonald Partners reported no remaining Vanguard Energy ETF position as of Q3 2022 after selling out during the quarter.
  • McDonald Partners sold 2,155 Vanguard Energy ETF shares in Q3 2022, an estimated $214K.
  • McDonald Partners first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 3 quarters.
  • McDonald Partners's Vanguard Energy ETF position peaked at $833K in Q4 2021.
  • 517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.