Truvestments Capital’s Vanguard Energy ETF VDE Stock Holding History

Truvestments Capital’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 Q1	–	Sell	-188	Closed	-$22K	–	875
2023 Q4	$22K	Hold	188	–	–	0.01%	427
2023 Q3	$23.8K	Sell	188 -59	-24%	-$7.22K	0.01%	364
2023 Q2	$27.9K	Buy	247 +188	+319%	+$21.2K	0.01%	343
2023 Q1	$6.74K	Buy	+59	New	+$7K	﹤0.01%	475
2019 Q4	–	Sell	-15	Closed	-$1K	–	570
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	687
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	705
2019 Q1	$1K	Buy	+15	New	+$1.3K	﹤0.01%	711
2018 Q3	$58K	Buy	+554	New	+$57.4K	0.03%	358

Other funds holding VDE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return