AWA
VDE icon

Arkadios Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Arkadios Wealth 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
2026
Q1 		$4.18M Buy
24,157
+557
+2% +$84.3K 0.07% 297
2025
Q4 		$2.97M Buy
23,600
+4,166
+21% +$523K 0.06% 336
2025
Q3 		$2.45M Buy
19,434
+6,150
+46% +$757K 0.06% 343
2025
Q2 		$1.58M Buy
13,284
+6,995
+111% +$814K 0.05% 410
2025
Q1 		$816K Buy
6,289
+3,644
+138% +$460K 0.03% 524
2024
Q4 		$321K Buy
2,645
+253
+11% +$32.2K 0.02% 699
2024
Q3 		$293K Buy
2,392
+58
+2% +$7.25K 0.02% 712
2024
Q2 		$298K Sell
2,334
-25
-1% -$3.25K 0.02% 636
2024
Q1 		$311K Sell
2,359
-220
-9% -$26.4K 0.02% 523
2023
Q4 		$302K Sell
2,579
-19
-0.7% -$2.28K 0.03% 527
2023
Q3 		$329K Buy
2,598
+52
+2% +$6.37K 0.03% 458
2023
Q2 		$287K Sell
2,546
-72
-3% -$8.11K 0.03% 459
2023
Q1 		$299K Buy
2,618
+67
+3% +$7.94K 0.04% 436
2022
Q4 		$309K Buy
2,551
+11
+0.4% +$1.34K 0.04% 393
2022
Q3 		$258K Buy
2,540
+106
+4% +$11.3K 0.04% 422
2022
Q2 		$242K Sell
2,434
-300
-11% -$33.6K 0.04% 456
2022
Q1 		$293K Sell
2,734
-1,416
-34% -$136K 0.04% 434
2021
Q4 		$322K Hold
4,150
– – 0.04% 431
2021
Q3 		$306K Buy
4,150
+125
+3% +$8.72K 0.04% 401
2021
Q2 		$305K Buy
+4,025
New +$292K 0.04% 445

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return