RPg Family Wealth Advisory’s Vanguard Energy ETF VDE Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-338	Closed	-$36.2K	–	313
2022 Q1	$36.2K	Hold	338	–	–	0.02%	170
2021 Q4	$26.2K	Hold	338	–	–	0.01%	203
2021 Q3	$25.3K	Hold	338	–	–	0.01%	207
2021 Q2	$25.7K	Buy	+338	New	+$24.5K	0.01%	205
2020 Q4	$17.5K	Sell	338 -140	-29%	-$6.54K	0.01%	240
2020 Q3	$19.3K	Buy	478 +17	+4%	+$809	0.01%	221
2020 Q2	$23.2K	Hold	461	–	–	0.01%	204
2020 Q1	$17.6K	Buy	461 +169	+58%	+$10.7K	0.01%	198
2019 Q4	$23.8K	Sell	292 -140	-32%	-$10.9K	0.01%	198
2019 Q3	$33.7K	Sell	432 -282	-39%	-$22.6K	0.02%	187
2019 Q2	$60.7K	Buy	714 +168	+31%	+$14.5K	0.04%	152
2019 Q1	$48.8K	Buy	546 +114	+26%	+$9.9K	0.03%	166
2018 Q4	$33.3K	Hold	432	–	–	0.03%	130
2018 Q3	$45.4K	Buy	432 +3	+0.7%	+$311	0.03%	117
2018 Q2	$45.1K	Buy	429 +137	+47%	+$14K	0.04%	118
2018 Q1	$27K	Hold	292	–	–	0.02%	173
2017 Q4	$28.9K	Hold	292	–	–	0.02%	171
2017 Q3	$27.3K	Hold	292	–	–	0.02%	190
2017 Q2	$25.8K	Hold	292	–	–	0.02%	220
2017 Q1	$28.2K	Buy	+292	New	+$29.2K	0.02%	185

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RPg Family Wealth Advisory's VDE Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 338 shares — an estimated $36.2K sold.

RPg Family Wealth Advisory first reported a position in VDE in Q1 2017 and held it in 20 quarters. The position peaked at $60.7K in Q2 2019. 548 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 338 Vanguard Energy ETF shares in Q2 2022, an estimated $36.2K.
RPg Family Wealth Advisory first reported a position in Vanguard Energy ETF in Q1 2017 and held it in 20 quarters.
RPg Family Wealth Advisory's Vanguard Energy ETF position peaked at $60.7K in Q2 2019.
548 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.