Riggs Asset Management’s Vanguard Energy ETF VDE Stock Holding History

Riggs Asset 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
2024 Q1	–	Sell	-335	Closed	-$39.3K	–	694
2023 Q4	$39.3K	Hold	335	–	–	0.01%	148
2023 Q3	$42.5K	Hold	335	–	–	0.02%	148
2023 Q2	$37.8K	Hold	335	–	–	0.01%	158
2023 Q1	$38.3K	Hold	335	–	–	0.01%	149
2022 Q4	$40.6K	Hold	335	–	–	0.02%	142
2022 Q3	$34K	Buy	+335	New	+$35.6K	0.01%	148

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

Riggs Asset Management's VDE Position: Q1 2024 in Review

Riggs Asset Management sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 335 shares — an estimated $39.3K sold.

Riggs Asset Management first reported a position in VDE in Q3 2022 and held it in 6 quarters. The position peaked at $42.5K in Q3 2023. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

Riggs Asset Management reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
Riggs Asset Management sold 335 Vanguard Energy ETF shares in Q1 2024, an estimated $39.3K.
Riggs Asset Management first reported a position in Vanguard Energy ETF in Q3 2022 and held it in 6 quarters.
Riggs Asset Management's Vanguard Energy ETF position peaked at $42.5K in Q3 2023.
629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Riggs Asset Management's 13F filing for Q1 2024, filed 3 May 2024.