Plante Moran Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-63	Closed	-$7.2K	–	863
2023 Q1	$7.2K	Sell	63 -61	-49%	-$7.23K	﹤0.01%	609
2022 Q4	$15K	Buy	124 +3	+2%	+$365	﹤0.01%	519
2022 Q3	$12K	Buy	+121	New	+$12.9K	﹤0.01%	561
2020 Q2	–	Sell	-183	Closed	-$7K	–	854
2020 Q1	$7K	Buy	+183	New	+$11.6K	﹤0.01%	541
2019 Q1	–	Sell	-108	Closed	-$8K	–	946
2018 Q4	$8K	Buy	+108	New	+$9.89K	﹤0.01%	542
2017 Q1	–	Sell	-11	Closed	-$1K	–	1034
2016 Q4	$1K	Buy	+11	New	+$1.1K	﹤0.01%	937
2016 Q1	–	Sell	-44	Closed	-$4K	–	1039
2015 Q4	$4K	Buy	+44	New	+$4.01K	﹤0.01%	785
2015 Q3	–	Sell	-4,330	Closed	-$463K	–	748
2015 Q2	$463K	Hold	4,330	–	–	0.33%	61
2015 Q1	$473K	Buy	+4,330	New	+$473K	0.33%	66
2014 Q4	–	Sell	-129	Closed	-$17K	–	859
2014 Q3	$17K	Hold	129	–	–	0.01%	432
2014 Q2	$19K	Buy	+129	New	+$17.5K	0.02%	393

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plante Moran Financial Advisors's VDE Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 63 shares — an estimated $7.2K sold.

Plante Moran Financial Advisors first reported a position in VDE in Q2 2014 and held it in 11 quarters. The position peaked at $473K in Q1 2015. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 63 Vanguard Energy ETF shares in Q2 2023, an estimated $7.2K.
Plante Moran Financial Advisors first reported a position in Vanguard Energy ETF in Q2 2014 and held it in 11 quarters.
Plante Moran Financial Advisors's Vanguard Energy ETF position peaked at $473K in Q1 2015.
567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.