Money Design’s Vanguard Energy ETF VDE Stock Holding History

Money Design’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 Q4	–	Sell	-1	Closed	–	–	85
2023 Q3	$0	Hold	1	–	–	﹤0.01%	83
2023 Q2	$0	Hold	1	–	–	﹤0.01%	85
2023 Q1	$0	Hold	1	–	–	﹤0.01%	89
2022 Q4	$0	Sell	1 -17	-94%	-$2.07K	﹤0.01%	90
2022 Q3	$2K	Sell	18 -27	-60%	-$2.87K	﹤0.01%	85
2022 Q2	$4K	Sell	45 -101	-69%	-$11.3K	﹤0.01%	81
2022 Q1	$16K	Sell	146 -321	-69%	-$30.9K	﹤0.01%	78
2021 Q4	$36K	Sell	467 -287	-38%	-$22.8K	﹤0.01%	77
2021 Q3	$56K	Sell	754 -246	-25%	-$17.2K	﹤0.01%	56
2021 Q2	$76K	Sell	1,000 -333	-25%	-$24.1K	0.01%	59
2021 Q1	$91K	Sell	1,333 -370	-22%	-$23.7K	0.01%	58
2020 Q4	$89K	Sell	1,703 -1,392	-45%	-$65.1K	0.01%	46
2020 Q3	$125K	Buy	3,095 +2,927	+1,742%	+$139K	0.02%	51
2020 Q2	$8K	Sell	168 -466	-74%	-$23K	﹤0.01%	61
2020 Q1	$24K	Buy	+634	New	+$40.2K	﹤0.01%	57

Other funds holding VDE

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return