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

Tandem 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
Q1 		– Sell
-14,358
Closed -$1.74M – 81
2022
Q4 		$1.74M Buy
+14,358
New +$1.75M 1.11% 17

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tandem Wealth Advisors's VDE Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2023, closing a stake of 14,358 shares — an estimated $1.74M sold.

Tandem Wealth Advisors first reported a position in VDE in Q4 2022 and held it in 1 quarter. The position peaked at $1.74M in Q4 2022. 566 funds tracked by Wall St. Rank hold VDE as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 14,358 Vanguard Energy ETF shares in Q1 2023, an estimated $1.74M.
  • Tandem Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Vanguard Energy ETF position peaked at $1.74M in Q4 2022.
  • 566 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.