PRW Wealth Management »

Vanguard Energy ETF shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Energy ETF by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $224k 1.9k 119.49
2022-09-30 $1.6M 15k 101.57
2022-06-30 $2.4M 24k 99.48
2022-03-31 $2.8M 26k 107.06
2021-12-31 $226k 2.9k 77.72

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Vanguard Energy ETF

Bank of America Corporation
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Main Management ETF Advisors
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Advisor Group Holdings
Raymond James & Associates
Jpmorgan Chase & Co
HighTower Advisors
Empower Advisory Group

View all funds holding Vanguard Energy ETF