Milestone Advisory Partners’s Vanguard Energy ETF VDE Stock Holding History

Milestone Advisory 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
2023 Q3	$262K	Buy	+2,071	New	+$254K	0.22%	57

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Milestone Advisory Partners's VDE Position: Q3 2023 in Review

Milestone Advisory Partners opened a new position in Vanguard Energy ETF (VDE) in Q3 2023: 2,071 shares worth $262K. The stake represents 0.22% of the portfolio and ranks #57 among its holdings.

604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

Milestone Advisory Partners held 2,071 shares of Vanguard Energy ETF worth $262K as of Q3 2023.
Vanguard Energy ETF was a new Milestone Advisory Partners position in Q3 2023.
Vanguard Energy ETF made up 0.22% of Milestone Advisory Partners's portfolio in Q3 2023, its #57 holding.
604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.