Atria Wealth Solutions’s Vanguard Energy ETF VDE Stock Holding History

Atria Wealth Solutions’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 Q2	$4.05M	Sell	33,599 -21,177	-39%	-$2.46M	0.09%	252
2025 Q1	$7.1M	Sell	54,776 -12,371	-18%	-$1.56M	0.09%	247
2024 Q4	$8.15M	Sell	67,147 -516	-0.8%	-$65.7K	0.09%	232
2024 Q3	$8.34M	Sell	67,663 -37,361	-36%	-$4.67M	0.09%	232
2024 Q2	$13.5M	Sell	105,024 -3,158	-3%	-$411K	0.15%	144
2024 Q1	$14.2M	Buy	108,182 +1,515	+1%	+$182K	0.16%	142
2023 Q4	$12.5M	Sell	106,667 -926	-0.9%	-$111K	0.16%	145
2023 Q3	$13.7M	Buy	107,593 +75,124	+231%	+$9.2M	0.19%	116
2023 Q2	$3.68M	Sell	32,469 -10,285	-24%	-$1.16M	0.05%	371
2023 Q1	$4.88M	Sell	42,754 -20,469	-32%	-$2.43M	0.07%	274
2022 Q4	$7.67M	Buy	63,223 +30,590	+94%	+$3.72M	0.12%	179
2022 Q3	$3.34M	Sell	32,633 -32,229	-50%	-$3.43M	0.06%	324
2022 Q2	$6.45M	Sell	64,862 -50,046	-44%	-$5.6M	0.13%	183
2022 Q1	$12.3M	Buy	+114,908	New	+$11.1M	0.2%	109

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

Manulife (Manufacturers Life Insurance)

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

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

LPL Financial San Diego, California $376B AUM 19.32% 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