WQ
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Wealth Quarterback’s Vanguard Energy ETF VDE Stock Holding History

Wealth Quarterback’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
2021
Q3 		$12K Buy
150
+1
+0.7% +$70 0.01% 439
2021
Q2 		$12K Buy
+149
New +$10.8K 0.01% 449
2020
Q1 		– Sell
-3,393
Closed -$44 – 1130
2019
Q4 		$44 Buy
+3,393
New +$264K ﹤0.01% 1002

Other funds holding VDE

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
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

Wealth Quarterback's VDE Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard Energy ETF (VDE) stake by 0.67% in Q3 2021, buying an estimated $70 and bringing the position to 150 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #439.

Wealth Quarterback first reported a position in VDE in Q4 2019 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold VDE as of Q3 2021.

  • Wealth Quarterback held 150 shares of Vanguard Energy ETF worth $12K as of Q3 2021.
  • Wealth Quarterback bought 1 Vanguard Energy ETF share in Q3 2021, an estimated $70.
  • Vanguard Energy ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #439 holding.
  • Wealth Quarterback first reported a position in Vanguard Energy ETF in Q4 2019 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.