USA Financial Formulas’s Vanguard Energy ETF VDE Stock Holding History

USA Financial Formulas’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	-26	Closed	-$2.97K	–	503
2023 Q1	$2.97K	Buy	+26	New	+$3.08K	﹤0.01%	196
2022 Q3	$1.37M	Buy	13,505 +2,067	+18%	+$220K	2.16%	6
2022 Q2	$1.14M	Sell	11,438 -2,339	-17%	-$262K	1.42%	14
2022 Q1	$1.48M	Buy	+13,777	New	+$1.33M	1.58%	10
2019 Q1	–	Sell	-2,952	Closed	-$310K	–	345
2018 Q4	$310K	Buy	2,952 +167	+6%	+$15.3K	0.08%	222
2018 Q3	$293K	Buy	2,785 +992	+55%	+$103K	0.07%	214
2018 Q2	$166K	Hold	1,793	–	–	0.04%	274
2018 Q1	$166K	Buy	+1,793	New	+$174K	0.04%	274

Other funds holding VDE

Bank of America

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

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

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return