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SOA Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

SOA Wealth Advisors’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
2023
Q3 		– Sell
-22
Closed -$2.48K – 960
2023
Q2 		$2.48K Hold
22
– – ﹤0.01% 699
2023
Q1 		$2.51K Hold
22
– – ﹤0.01% 702
2022
Q4 		$2.67K Hold
22
– – ﹤0.01% 704
2022
Q3 		$2K Buy
+22
New +$2.34K ﹤0.01% 733

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.59B AUM 11.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SOA Wealth Advisors's VDE Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q3 2023, closing a stake of 22 shares — an estimated $2.48K sold.

SOA Wealth Advisors first reported a position in VDE in Q3 2022 and held it in 4 quarters. The position peaked at $2.67K in Q4 2022. 604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 22 Vanguard Energy ETF shares in Q3 2023, an estimated $2.48K.
  • SOA Wealth Advisors first reported a position in Vanguard Energy ETF in Q3 2022 and held it in 4 quarters.
  • SOA Wealth Advisors's Vanguard Energy ETF position peaked at $2.67K in Q4 2022.
  • 604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.