PFA
VDE icon

Professional Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Professional 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
2022
Q4 		– Sell
-103
Closed -$10K – 442
2022
Q3 		$10K Buy
+103
New +$11K 0.01% 296
2022
Q2 		– Sell
-76
Closed -$8K – 515
2022
Q1 		$8K Hold
76
– – ﹤0.01% 340
2021
Q4 		$6K Hold
76
– – ﹤0.01% 367
2021
Q3 		$6K Buy
+76
New +$5.3K ﹤0.01% 313

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Professional Financial Advisors's VDE Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q4 2022, closing a stake of 103 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in VDE in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q3 2022. 596 funds tracked by Wall St. Rank hold VDE as of Q4 2022.

  • Professional Financial Advisors reported no remaining Vanguard Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 103 Vanguard Energy ETF shares in Q4 2022, an estimated $10K.
  • Professional Financial Advisors first reported a position in Vanguard Energy ETF in Q3 2021 and held it in 4 quarters.
  • Professional Financial Advisors's Vanguard Energy ETF position peaked at $10K in Q3 2022.
  • 596 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.