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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

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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
Morgan Stanley
Wealthfront Advisers
Wells Fargo & Company
Beacon Capital Management
Manufacturers Life Insurance Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Main Management ETF Advisors
SCS Capital Management
Stifel Financial
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Cetera Investment Advisers

View all funds holding Vanguard Energy ETF