SYM Financial Corp’s Vanguard Energy ETF VDE Stock Holding History

SYM Financial Corp’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	-39	Closed	-$4.75K	–	358
2024 Q3	$4.75K	Buy	+39	New	+$4.88K	﹤0.01%	256
2023 Q4	–	Sell	-29	Closed	-$3.67K	–	203
2023 Q3	$3.67K	Sell	29 -35	-55%	-$4.29K	﹤0.01%	176
2023 Q2	$7.22K	Buy	64 +6	+10%	+$676	﹤0.01%	104
2023 Q1	$6.63K	Hold	58	–	–	﹤0.01%	96
2022 Q4	$7.03K	Hold	58	–	–	﹤0.01%	109
2022 Q3	$6K	Hold	58	–	–	﹤0.01%	94
2022 Q2	$6K	Buy	58 +29	+100%	+$3.25K	﹤0.01%	104
2022 Q1	$3K	Buy	+29	New	+$2.79K	﹤0.01%	110

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

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

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return