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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return