Resource Management’s Vanguard Energy ETF VDE Stock Holding History

Resource Management’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
2021 Q4	$282K	Hold	3,631	–	–	0.03%	151
2021 Q3	$268K	Sell	3,631 -1,340	-27%	-$93.5K	0.03%	151
2021 Q2	$377K	Buy	+4,971	New	+$360K	0.04%	123

Other funds holding VDE

BCMIO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Resource Management's VDE Position: Q4 2021 in Review

Resource Management held its Vanguard Energy ETF (VDE) position steady in Q4 2021 at 3,631 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #151.

Resource Management first reported a position in VDE in Q2 2021 and has held it in 3 quarters since. The position peaked at $377K in Q2 2021. 478 funds tracked by Wall St. Rank hold VDE as of Q4 2021.

Resource Management held 3,631 shares of Vanguard Energy ETF worth $282K as of Q4 2021.
Resource Management left its Vanguard Energy ETF share count unchanged in Q4 2021.
Vanguard Energy ETF made up 0.03% of Resource Management's portfolio in Q4 2021, its #151 holding.
Resource Management first reported a position in Vanguard Energy ETF in Q2 2021 and has held it in 3 quarters since.
Resource Management's Vanguard Energy ETF position peaked at $377K in Q2 2021.
478 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.