Semus Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Semus Wealth Partners’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	-4,947	Closed	-$580K	–	138
2023 Q4	$580K	Sell	4,947 -860	-15%	-$103K	0.48%	44
2023 Q3	$736K	Buy	5,807 +94	+2%	+$11.5K	0.69%	32
2023 Q2	$645K	Sell	5,713 -40	-0.7%	-$4.5K	0.59%	39
2023 Q1	$657K	Buy	5,753 +101	+2%	+$12K	0.71%	31
2022 Q4	$685K	Buy	+5,652	New	+$688K	0.83%	29

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

Semus Wealth Partners's VDE Position: Q1 2024 in Review

Semus Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 4,947 shares — an estimated $580K sold.

Semus Wealth Partners first reported a position in VDE in Q4 2022 and held it in 5 quarters. The position peaked at $736K in Q3 2023. 629 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

Semus Wealth Partners reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
Semus Wealth Partners sold 4,947 Vanguard Energy ETF shares in Q1 2024, an estimated $580K.
Semus Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 5 quarters.
Semus Wealth Partners's Vanguard Energy ETF position peaked at $736K in Q3 2023.
629 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Semus Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.