PWMAG
VDE icon

Pinnacle Wealth Management Advisory Group’s Vanguard Energy ETF VDE Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q2 		– Sell
-1,694
Closed -$223K – 365
2024
Q1 		$223K Sell
1,694
-123
-7% -$14.7K 0.02% 315
2023
Q4 		$213K Sell
1,817
-88
-5% -$10.5K 0.03% 305
2023
Q3 		$241K Sell
1,905
-233
-11% -$28.5K 0.03% 267
2023
Q2 		$241K Buy
2,138
+256
+14% +$28.8K 0.03% 278
2023
Q1 		$215K Sell
1,882
-418
-18% -$49.6K 0.03% 285
2022
Q4 		$279K Buy
+2,300
New +$280K 0.04% 231
2022
Q3 		– Sell
-2,254
Closed -$224K – 301
2022
Q2 		$224K Sell
2,254
-135
-6% -$15.1K 0.04% 259
2022
Q1 		$256K Buy
+2,389
New +$230K 0.04% 245

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return