MWA
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Midland Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Midland Wealth Advisors’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
Q2 		– Sell
-1,534
Closed -$202K – 228
2024
Q1 		$202K Buy
+1,534
New +$184K 0.01% 195

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Midland Wealth Advisors's VDE Position: Q2 2024 in Review

Midland Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 1,534 shares — an estimated $202K sold.

Midland Wealth Advisors first reported a position in VDE in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

  • Midland Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 1,534 Vanguard Energy ETF shares in Q2 2024, an estimated $202K.
  • Midland Wealth Advisors first reported a position in Vanguard Energy ETF in Q1 2024 and held it in 1 quarter.
  • Midland Wealth Advisors's Vanguard Energy ETF position peaked at $202K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Midland Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.