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Newton One Investments’s Vanguard Energy ETF VDE Stock Holding History

Newton One Investments’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
Q3 		– Sell
-102
Closed -$13.1K – 102
2024
Q2 		$13.1K Hold
102
– – 0.01% 88
2024
Q1 		$13.5K Hold
102
– – 0.01% 87
2023
Q4 		$11.9K Buy
102
+2
+2% +$240 0.01% 90
2023
Q3 		$12.7K Buy
+100
New +$12.2K 0.01% 93

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newton One Investments's VDE Position: Q3 2024 in Review

Newton One Investments sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 102 shares — an estimated $13.1K sold.

Newton One Investments first reported a position in VDE in Q3 2023 and held it in 4 quarters. The position peaked at $13.5K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

  • Newton One Investments reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Newton One Investments sold 102 Vanguard Energy ETF shares in Q3 2024, an estimated $13.1K.
  • Newton One Investments first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 4 quarters.
  • Newton One Investments's Vanguard Energy ETF position peaked at $13.5K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Newton One Investments's 13F filing for Q3 2024, filed 17 Oct 2024.