Advanced Asset Management Advisors’s Vanguard Energy ETF VDE Stock Holding History

Advanced Asset Management Advisors’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
2025 Q4	–	Sell	-353	Closed	-$44.5K	–	85
2025 Q3	$44.5K	Sell	353 -1	-0.3%	-$123	0.01%	72
2025 Q2	$42.2K	Buy	354 +9	+3%	+$1.05K	0.01%	73
2025 Q1	$44.8K	Buy	+345	New	+$43.6K	0.01%	73
2023 Q1	–	Sell	-349	Closed	-$42.3K	–	227
2022 Q4	$42.3K	Buy	+349	New	+$42.5K	0.01%	106
2018 Q3	–	Sell	-2,069	Closed	-$217K	–	122
2018 Q2	$217K	Sell	2,069 -373	-15%	-$38.2K	0.07%	122
2018 Q1	$226K	Sell	2,442 -28	-1%	-$2.71K	0.08%	120
2017 Q4	$244K	Buy	+2,470	New	+$232K	0.08%	120

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

Wells Fargo San Francisco, California $501B AUM 22.01% 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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return