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Triad Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-37
Closed -$4.72K – 885
2024
Q2 		$4.72K Buy
+37
New +$4.82K ﹤0.01% 585

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Triad Wealth Partners's VDE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q3 2024, closing a stake of 37 shares — an estimated $4.72K sold.

Triad Wealth Partners first reported a position in VDE in Q2 2024 and held it in 1 quarter. The position peaked at $4.72K in Q2 2024. 625 funds tracked by Wall St. Rank hold VDE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 37 Vanguard Energy ETF shares in Q3 2024, an estimated $4.72K.
  • Triad Wealth Partners first reported a position in Vanguard Energy ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Energy ETF position peaked at $4.72K in Q2 2024.
  • 625 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.