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

Tanglewood 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
2023 Q2	–	Sell	-17,335	Closed	-$1.98M	–	33
2023 Q1	$1.98M	Sell	17,335 -5,244	-23%	-$622K	0.29%	22
2022 Q4	$2.74M	Sell	22,579 -10,025	-31%	-$1.22M	0.41%	23
2022 Q3	$3.31M	Buy	32,604 +22,750	+231%	+$2.42M	0.5%	21
2022 Q2	$980K	Buy	9,854 +4,215	+75%	+$472K	0.13%	22
2022 Q1	$604K	Buy	+5,639	New	+$543K	0.09%	24

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tanglewood Wealth Management's VDE Position: Q2 2023 in Review

Tanglewood Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 17,335 shares — an estimated $1.98M sold.

Tanglewood Wealth Management first reported a position in VDE in Q1 2022 and held it in 5 quarters. The position peaked at $3.31M in Q3 2022. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

Tanglewood Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
Tanglewood Wealth Management sold 17,335 Vanguard Energy ETF shares in Q2 2023, an estimated $1.98M.
Tanglewood Wealth Management first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 5 quarters.
Tanglewood Wealth Management's Vanguard Energy ETF position peaked at $3.31M in Q3 2022.
567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on Tanglewood Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.