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Personal Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Personal Capital 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
2022
Q4 		$25.4M Buy
209,290
+1,235
+0.6% +$150K 0.12% 124
2022
Q3 		$21.1M Buy
208,055
+3,076
+2% +$327K 0.11% 124
2022
Q2 		$20.4M Sell
204,979
-1,551
-0.8% -$174K 0.11% 124
2022
Q1 		$22.1M Sell
206,530
-74,468
-27% -$7.17M 0.1% 126
2021
Q4 		$21.8M Sell
280,998
-67
-0% -$5.33K 0.1% 127
2021
Q3 		$20.8M Buy
281,065
+3,808
+1% +$266K 0.1% 124
2021
Q2 		$21M Sell
277,257
-6,267
-2% -$454K 0.11% 123
2021
Q1 		$19.3M Sell
283,524
-5,775
-2% -$369K 0.11% 123
2020
Q4 		$15M Sell
289,299
-7,866
-3% -$368K 0.1% 128
2020
Q3 		$12M Buy
297,165
+20,221
+7% +$962K 0.09% 123
2020
Q2 		$13.9M Buy
276,944
+76,340
+38% +$3.77M 0.12% 116
2020
Q1 		$7.89M Buy
200,604
+26,781
+15% +$1.7M 0.08% 134
2019
Q4 		$14.2M Buy
173,823
+23,067
+15% +$1.8M 0.12% 121
2019
Q3 		$11.8M Buy
150,756
+18,388
+14% +$1.47M 0.11% 124
2019
Q2 		$11.3M Buy
132,368
+19,665
+17% +$1.69M 0.11% 123
2019
Q1 		$10.1M Buy
112,703
+23,191
+26% +$2.01M 0.11% 122
2018
Q4 		$6.9M Sell
89,512
-536
-0.6% -$49.1K 0.09% 125
2018
Q3 		$9.46M Buy
90,048
+11,056
+14% +$1.15M 0.12% 118
2018
Q2 		$8.3M Buy
78,992
+14,325
+22% +$1.47M 0.12% 119
2018
Q1 		$5.97M Buy
64,667
+13,967
+28% +$1.35M 0.09% 124
2017
Q4 		$5.02M Buy
50,700
+10,991
+28% +$1.03M 0.09% 133
2017
Q3 		$3.72M Buy
39,709
+14,240
+56% +$1.26M 0.07% 134
2017
Q2 		$2.25M Buy
25,469
+10,119
+66% +$934K 0.05% 147
2017
Q1 		$1.48M Buy
15,350
+6,188
+68% +$619K 0.04% 138
2016
Q4 		$959K Buy
9,162
+1,900
+26% +$190K 0.03% 137
2016
Q3 		$700K Buy
7,262
+1,630
+29% +$155K 0.02% 136
2016
Q2 		$536K Buy
5,632
+1,670
+42% +$154K 0.02% 142
2016
Q1 		$340K Buy
+3,962
New +$317K 0.02% 138

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Personal Capital Advisors's VDE Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Energy ETF (VDE) stake by 0.59% in Q4 2022, buying an estimated $150K and bringing the position to 209,290 shares worth $25.4M. The position accounts for 0.12% of the portfolio, ranked #124.

Personal Capital Advisors first reported a position in VDE in Q1 2016 and has held it in 28 quarters since. 596 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

  • Personal Capital Advisors held 209,290 shares of Vanguard Energy ETF worth $25.4M as of Q4 2022.
  • Personal Capital Advisors bought 1,235 Vanguard Energy ETF shares in Q4 2022, an estimated $150K.
  • Vanguard Energy ETF made up 0.12% of Personal Capital Advisors's portfolio in Q4 2022, its #124 holding.
  • Personal Capital Advisors first reported a position in Vanguard Energy ETF in Q1 2016 and has held it in 28 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.