Moss Adams Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Moss Adams 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
2023 Q4	–	Sell	-28	Closed	-$3.57K	–	169
2023 Q3	$3.57K	Hold	28	–	–	﹤0.01%	154
2023 Q2	$3.19K	Hold	28	–	–	﹤0.01%	130
2023 Q1	$3.2K	Hold	28	–	–	﹤0.01%	154
2022 Q4	$3.4K	Buy	+28	New	+$3.41K	﹤0.01%	155

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Moss Adams Wealth Advisors's VDE Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2023, closing a stake of 28 shares — an estimated $3.57K sold.

Moss Adams Wealth Advisors first reported a position in VDE in Q4 2022 and held it in 4 quarters. The position peaked at $3.57K in Q3 2023. 625 funds tracked by Wall St. Rank hold VDE as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 28 Vanguard Energy ETF shares in Q4 2023, an estimated $3.57K.
Moss Adams Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's Vanguard Energy ETF position peaked at $3.57K in Q3 2023.
625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.