RWA
VDE icon

Redhawk Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Redhawk Wealth 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
2024
Q4 		– Sell
-1,767
Closed -$216K – 333
2024
Q3 		$216K Sell
1,767
-227
-11% -$28.4K 0.03% 291
2024
Q2 		$254K Buy
1,994
+25
+1% +$3.25K 0.04% 252
2024
Q1 		$259K Buy
1,969
+87
+5% +$10.4K 0.04% 268
2023
Q4 		$221K Sell
1,882
-72,406
-97% -$8.68M 0.04% 269
2023
Q3 		$9.42M Buy
+74,288
New +$9.1M 3.13% 4
2022
Q2 		– Sell
-3,270
Closed -$350K – 214
2022
Q1 		$350K Buy
+3,270
New +$315K 0.09% 146
2019
Q3 		– Sell
-10
Closed -$1K – 423
2019
Q2 		$1K Buy
+10
New +$861 ﹤0.01% 454

Other funds holding VDE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
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