Pacific Center for Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Pacific Center for Financial Services’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 Q2	–	Sell	-436	Closed	-$47K	–	415
2022 Q1	$47K	Hold	436	–	–	0.02%	168
2021 Q4	$34K	Hold	436	–	–	0.01%	189
2021 Q3	$32K	Hold	436	–	–	0.01%	193
2021 Q2	$33K	Hold	436	–	–	0.01%	187
2021 Q1	$30K	Hold	436	–	–	0.01%	188
2020 Q4	$23K	Hold	436	–	–	0.01%	197
2020 Q3	$18K	Hold	436	–	–	0.01%	187
2020 Q2	$22K	Hold	436	–	–	0.01%	162
2020 Q1	$17K	Hold	436	–	–	0.01%	161
2019 Q4	$36K	Sell	436 -253	-37%	-$19.7K	0.02%	140
2019 Q3	$54K	Hold	689	–	–	0.03%	115
2019 Q2	$59K	Sell	689 -164	-19%	-$14.1K	0.03%	107
2019 Q1	$76K	Hold	853	–	–	0.04%	92
2018 Q4	$66K	Buy	853 +1	+0.1%	+$92	0.04%	93
2018 Q3	$90K	Buy	852 +163	+24%	+$16.9K	0.04%	87
2018 Q2	$72K	Hold	689	–	–	0.04%	91
2018 Q1	$64K	Hold	689	–	–	0.04%	94
2017 Q4	$68K	Hold	689	–	–	0.04%	89
2017 Q3	$64K	Hold	689	–	–	0.04%	91
2017 Q2	$61K	Hold	689	–	–	0.04%	88
2017 Q1	$67K	Hold	689	–	–	0.05%	85
2016 Q4	$72K	Buy	+689	New	+$68.9K	0.05%	83

Other funds holding VDE

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Center for Financial Services's VDE Position: Q2 2022 in Review

Pacific Center for Financial Services sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 436 shares — an estimated $47K sold.

Pacific Center for Financial Services first reported a position in VDE in Q4 2016 and held it in 22 quarters. The position peaked at $90K in Q3 2018. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Pacific Center for Financial Services reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
Pacific Center for Financial Services sold 436 Vanguard Energy ETF shares in Q2 2022, an estimated $47K.
Pacific Center for Financial Services first reported a position in Vanguard Energy ETF in Q4 2016 and held it in 22 quarters.
Pacific Center for Financial Services's Vanguard Energy ETF position peaked at $90K in Q3 2018.
547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Pacific Center for Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.