True Wealth Design’s Vanguard Energy ETF VDE Stock Holding History

True Wealth Design’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	-1,017	Closed	-$116K	–	868
2023 Q1	$116K	Hold	1,017	–	–	0.05%	132
2022 Q4	$123K	Buy	+1,017	New	+$124K	0.06%	118

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

True Wealth Design's VDE Position: Q2 2023 in Review

True Wealth Design sold out of Vanguard Energy ETF (VDE) in Q2 2023, closing a stake of 1,017 shares — an estimated $116K sold.

True Wealth Design first reported a position in VDE in Q4 2022 and held it in 2 quarters. The position peaked at $123K in Q4 2022. 567 funds tracked by Wall St. Rank hold VDE as of Q2 2023.

True Wealth Design reported no remaining Vanguard Energy ETF position as of Q2 2023 after selling out during the quarter.
True Wealth Design sold 1,017 Vanguard Energy ETF shares in Q2 2023, an estimated $116K.
True Wealth Design first reported a position in Vanguard Energy ETF in Q4 2022 and held it in 2 quarters.
True Wealth Design's Vanguard Energy ETF position peaked at $123K in Q4 2022.
567 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.