MW
VDE icon

Milestone Wealth’s Vanguard Energy ETF VDE Stock Holding History

Milestone 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 		$175K Hold
1,725
– – 0.2% 55
2022
Q2 		$172K Hold
1,725
– – 0.18% 58
2022
Q1 		$134K Hold
1,725
– – 0.11% 75
2021
Q4 		$134K Buy
+1,725
New +$137K 0.11% 75

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
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

Milestone Wealth's VDE Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Energy ETF (VDE) position steady in Q3 2022 at 1,725 shares worth $175K. The position accounts for 0.2% of the portfolio, ranked #55.

Milestone Wealth first reported a position in VDE in Q4 2021 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

  • Milestone Wealth held 1,725 shares of Vanguard Energy ETF worth $175K as of Q3 2022.
  • Milestone Wealth left its Vanguard Energy ETF share count unchanged in Q3 2022.
  • Vanguard Energy ETF made up 0.2% of Milestone Wealth's portfolio in Q3 2022, its #55 holding.
  • Milestone Wealth first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 4 quarters since.
  • 517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.