WealthPLAN Partners’s Vanguard Energy ETF VDE Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-199	Closed	-$22.4K	–	1139
2023 Q2	$22.4K	Hold	199	–	–	﹤0.01%	657
2023 Q1	$22.7K	Buy	+199	New	+$23.6K	﹤0.01%	700
2016 Q3	$14.8K	Sell	153 -922	-86%	-$87.6K	﹤0.01%	535
2016 Q2	$9.61K	Buy	+1,075	New	+$98.9K	﹤0.01%	1760
2015 Q4	$33.7K	Buy	+1,015	New	+$92.6K	0.01%	731
2015 Q2	$49K	Sell	460 -164	-26%	-$18.4K	0.02%	174
2015 Q1	$68K	Buy	+624	New	+$68.2K	0.03%	212

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's VDE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Energy ETF (VDE) in Q3 2023, closing a stake of 199 shares — an estimated $22.4K sold.

WealthPLAN Partners first reported a position in VDE in Q1 2015 and held it in 7 quarters. The position peaked at $68K in Q1 2015. 604 funds tracked by Wall St. Rank hold VDE as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Energy ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 199 Vanguard Energy ETF shares in Q3 2023, an estimated $22.4K.
WealthPLAN Partners first reported a position in Vanguard Energy ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Vanguard Energy ETF position peaked at $68K in Q1 2015.
604 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.