SIM
VDE icon

Sonora Investment Management’s Vanguard Energy ETF VDE Stock Holding History

Sonora Investment 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
2021
Q3 		$55K Buy
750
+50
+7% +$3.49K 0.01% 403
2021
Q2 		$53K Hold
700
– – 0.01% 388
2021
Q1 		$48K Buy
+700
New +$44.8K ﹤0.01% 630

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Sonora Investment Management's VDE Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard Energy ETF (VDE) stake by 7.1% in Q3 2021, buying an estimated $3.49K and bringing the position to 750 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #403.

Sonora Investment Management first reported a position in VDE in Q1 2021 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold VDE as of Q3 2021.

  • Sonora Investment Management held 750 shares of Vanguard Energy ETF worth $55K as of Q3 2021.
  • Sonora Investment Management bought 50 Vanguard Energy ETF shares in Q3 2021, an estimated $3.49K.
  • Vanguard Energy ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #403 holding.
  • Sonora Investment Management first reported a position in Vanguard Energy ETF in Q1 2021 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.