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Tower View Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Tower View 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
2022
Q2 		– Sell
-1,896
Closed -$203K – 198
2022
Q1 		$203K Buy
+1,896
New +$183K 0.11% 77

Other funds holding VDE

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Main Management ETF Advisors
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tower View Wealth Management's VDE Position: Q2 2022 in Review

Tower View Wealth Management sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 1,896 shares — an estimated $203K sold.

Tower View Wealth Management first reported a position in VDE in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

  • Tower View Wealth Management reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 1,896 Vanguard Energy ETF shares in Q2 2022, an estimated $203K.
  • Tower View Wealth Management first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 1 quarter.
  • Tower View Wealth Management's Vanguard Energy ETF position peaked at $203K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.