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Viewpoint Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Viewpoint Capital 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
-2,323
Closed -$249K – 121
2022
Q1 		$249K Hold
2,323
– – 0.19% 78
2021
Q4 		$180K Buy
+2,323
New +$185K 0.13% 89

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Viewpoint Capital Management's VDE Position: Q2 2022 in Review

Viewpoint Capital Management sold out of Vanguard Energy ETF (VDE) in Q2 2022, closing a stake of 2,323 shares — an estimated $249K sold.

Viewpoint Capital Management first reported a position in VDE in Q4 2021 and held it in 2 quarters. The position peaked at $249K in Q1 2022. 548 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

  • Viewpoint Capital Management reported no remaining Vanguard Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Viewpoint Capital Management sold 2,323 Vanguard Energy ETF shares in Q2 2022, an estimated $249K.
  • Viewpoint Capital Management first reported a position in Vanguard Energy ETF in Q4 2021 and held it in 2 quarters.
  • Viewpoint Capital Management's Vanguard Energy ETF position peaked at $249K in Q1 2022.
  • 548 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

Based on Viewpoint Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.