SHJ
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Sharkey, Howes & Javer’s Vanguard Energy ETF VDE Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-3,478
Closed -$458K – 124
2024
Q1 		$458K Buy
3,478
+1,690
+95% +$203K 0.08% 85
2023
Q4 		$210K Buy
+1,788
New +$214K 0.04% 114

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sharkey, Howes & Javer's VDE Position: Q2 2024 in Review

Sharkey, Howes & Javer sold out of Vanguard Energy ETF (VDE) in Q2 2024, closing a stake of 3,478 shares — an estimated $458K sold.

Sharkey, Howes & Javer first reported a position in VDE in Q4 2023 and held it in 2 quarters. The position peaked at $458K in Q1 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q2 2024.

  • Sharkey, Howes & Javer reported no remaining Vanguard Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 3,478 Vanguard Energy ETF shares in Q2 2024, an estimated $458K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Vanguard Energy ETF position peaked at $458K in Q1 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2024.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2024, filed 17 Jul 2024.