Waters Parkerson & Co’s Vanguard Energy ETF VDE Stock Holding History

Waters Parkerson & Co’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	-2,226	Closed	-$238K	–	180
2022 Q1	$238K	Buy	+2,226	New	+$214K	0.01%	166
2018 Q4	–	Sell	-1,962	Closed	-$206K	–	165
2018 Q3	$206K	Hold	1,962	–	–	0.02%	166
2018 Q2	$206K	Buy	+1,962	New	+$201K	0.02%	161
2017 Q1	–	Sell	-2,327	Closed	-$244K	–	172
2016 Q4	$244K	Sell	2,327 -5,824	-71%	-$582K	0.02%	148
2016 Q3	$796K	Buy	8,151 +345	+4%	+$32.8K	0.08%	85
2016 Q2	$742K	Hold	7,806	–	–	0.08%	87
2016 Q1	$670K	Buy	7,806 +1,162	+17%	+$93.1K	0.07%	91
2015 Q4	$552K	Buy	+6,644	New	+$606K	0.06%	97

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

Wealthfront Advisers

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

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 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

Envestnet Asset Management

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