Resources Management Corp’s Vanguard Energy ETF VDE Stock Holding History

Resources Management Corp’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 Q1	–	Sell	-50	Closed	-$6K	–	457
2023 Q4	$6K	Hold	50	–	–	﹤0.01%	383
2023 Q3	$6K	Hold	50	–	–	﹤0.01%	385
2023 Q2	$6K	Sell	50 -2,841	-98%	-$320K	﹤0.01%	386
2023 Q1	$424K	Buy	2,891 +2,738	+1,790%	+$325K	0.07%	167
2022 Q4	$19K	Hold	153	–	–	﹤0.01%	342
2022 Q3	$15K	Hold	153	–	–	﹤0.01%	361
2022 Q2	$15K	Hold	153	–	–	﹤0.01%	377
2022 Q1	$16K	Hold	153	–	–	﹤0.01%	377
2021 Q4	$12K	Hold	153	–	–	﹤0.01%	410
2021 Q3	$11K	Hold	153	–	–	﹤0.01%	396
2021 Q2	$12K	Buy	153 +50	+49%	+$3.62K	﹤0.01%	405
2021 Q1	$7K	Hold	103	–	–	﹤0.01%	436
2020 Q4	$5K	Hold	103	–	–	﹤0.01%	445
2020 Q3	$4K	Buy	103 +2	+2%	+$95	﹤0.01%	410
2020 Q2	$5K	Buy	+101	New	+$4.98K	﹤0.01%	424

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

BCMIO

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Resources Management Corp's VDE Position: Q1 2024 in Review

Resources Management Corp sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 50 shares — an estimated $6K sold.

Resources Management Corp first reported a position in VDE in Q2 2020 and held it in 15 quarters. The position peaked at $424K in Q1 2023. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

Resources Management Corp reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
Resources Management Corp sold 50 Vanguard Energy ETF shares in Q1 2024, an estimated $6K.
Resources Management Corp first reported a position in Vanguard Energy ETF in Q2 2020 and held it in 15 quarters.
Resources Management Corp's Vanguard Energy ETF position peaked at $424K in Q1 2023.
629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Resources Management Corp's 13F filing for Q1 2024, filed 15 May 2024.