Precedent Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Precedent Wealth Partners’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 Q4	–	Sell	-2,246	Closed	-$275K	–	152
2024 Q3	$275K	Sell	2,246 -430	-16%	-$53.8K	0.09%	137
2024 Q2	$341K	Sell	2,676 -62	-2%	-$8.07K	0.14%	114
2024 Q1	$361K	Sell	2,738 -65	-2%	-$7.79K	0.16%	112
2023 Q4	$329K	Buy	+2,803	New	+$336K	0.17%	109

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

Precedent Wealth Partners's VDE Position: Q4 2024 in Review

Precedent Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 2,246 shares — an estimated $275K sold.

Precedent Wealth Partners first reported a position in VDE in Q4 2023 and held it in 4 quarters. The position peaked at $361K in Q1 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Precedent Wealth Partners reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Precedent Wealth Partners sold 2,246 Vanguard Energy ETF shares in Q4 2024, an estimated $275K.
Precedent Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 4 quarters.
Precedent Wealth Partners's Vanguard Energy ETF position peaked at $361K in Q1 2024.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Precedent Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.