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

Prestige Wealth Management 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
2022 Q3	–	Sell	-76	Closed	-$8K	–	1079
2022 Q2	$8K	Hold	76	–	–	﹤0.01%	485
2022 Q1	$8K	Hold	76	–	–	﹤0.01%	518
2021 Q4	$6K	Hold	76	–	–	﹤0.01%	606
2021 Q3	$6K	Hold	76	–	–	﹤0.01%	610
2021 Q2	$6K	Hold	76	–	–	﹤0.01%	597
2021 Q1	$5K	Hold	76	–	–	﹤0.01%	636
2020 Q4	$4K	Hold	76	–	–	﹤0.01%	654
2020 Q3	$3K	Hold	76	–	–	﹤0.01%	650
2020 Q2	$4K	Hold	76	–	–	﹤0.01%	575
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	597
2019 Q4	$6K	Hold	76	–	–	﹤0.01%	413
2019 Q3	$6K	Hold	76	–	–	﹤0.01%	399
2019 Q2	$6K	Hold	76	–	–	﹤0.01%	390
2019 Q1	$7K	Hold	76	–	–	﹤0.01%	376
2018 Q4	$6K	Buy	+76	New	+$6.96K	﹤0.01%	560

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

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

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

Prestige Wealth Management Group's VDE Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of Vanguard Energy ETF (VDE) in Q3 2022, closing a stake of 76 shares — an estimated $8K sold.

Prestige Wealth Management Group first reported a position in VDE in Q4 2018 and held it in 15 quarters. The position peaked at $8K in Q2 2022. 517 funds tracked by Wall St. Rank hold VDE as of Q3 2022.

Prestige Wealth Management Group reported no remaining Vanguard Energy ETF position as of Q3 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 76 Vanguard Energy ETF shares in Q3 2022, an estimated $8K.
Prestige Wealth Management Group first reported a position in Vanguard Energy ETF in Q4 2018 and held it in 15 quarters.
Prestige Wealth Management Group's Vanguard Energy ETF position peaked at $8K in Q2 2022.
517 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.