Sugarloaf Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Sugarloaf Wealth 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
2024 Q4	–	Sell	-1	Closed	-$107	–	715
2024 Q3	$107	Hold	1	–	–	﹤0.01%	664
2024 Q2	$111	Hold	1	–	–	﹤0.01%	651
2024 Q1	$115	Hold	1	–	–	﹤0.01%	663
2023 Q4	$102	Sell	1 -809	-100%	-$97K	﹤0.01%	674
2023 Q3	$103K	Sell	810 -12,913	-94%	-$1.58M	0.03%	210
2023 Q2	$1.55M	Buy	13,723 +506	+4%	+$57K	0.36%	37
2023 Q1	$1.51M	Buy	13,217 +2,422	+22%	+$287K	0.37%	37
2022 Q4	$1.31M	Buy	+10,795	New	+$1.31M	0.33%	38

Other funds holding VDE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Sugarloaf Wealth Management's VDE Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Vanguard Energy ETF (VDE) in Q4 2024, closing a stake of 1 share — an estimated $107 sold.

Sugarloaf Wealth Management first reported a position in VDE in Q4 2022 and held it in 8 quarters. The position peaked at $1.55M in Q2 2023. 692 funds tracked by Wall St. Rank hold VDE as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Vanguard Energy ETF position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 1 Vanguard Energy ETF share in Q4 2024, an estimated $107.
Sugarloaf Wealth Management first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 8 quarters.
Sugarloaf Wealth Management's Vanguard Energy ETF position peaked at $1.55M in Q2 2023.
692 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.