AWM
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Atticus Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-566
Closed -$67.4K – 620
2025
Q2 		$67.4K Sell
566
-5,707
-91% -$664K 0.02% 283
2025
Q1 		$814K Sell
6,273
-304
-5% -$38.4K 0.27% 53
2024
Q4 		$798K Sell
6,577
-716
-10% -$91.2K 0.25% 49
2024
Q3 		$893K Buy
7,293
+149
+2% +$18.6K 0.29% 47
2024
Q2 		$911K Sell
7,144
-106
-1% -$13.8K 0.3% 44
2024
Q1 		$955K Sell
7,250
-270
-4% -$32.4K 0.31% 47
2023
Q4 		$882K Sell
7,520
-744
-9% -$89.2K 0.31% 45
2023
Q3 		$1.05M Buy
8,264
+102
+1% +$12.5K 0.4% 35
2023
Q2 		$921K Hold
8,162
– – 0.34% 40
2023
Q1 		$932K Sell
8,162
-228
-3% -$27K 0.36% 42
2022
Q4 		$1.02M Buy
8,390
+2,261
+37% +$275K 0.42% 44
2022
Q3 		$610K Hold
6,129
– – 0.29% 48
2022
Q2 		$610K Buy
6,129
+901
+17% +$101K 0.25% 60
2022
Q1 		$560K Buy
5,228
+2,824
+117% +$272K 0.2% 77
2021
Q4 		$187K Buy
+2,404
New +$191K 0.07% 126
2021
Q3 		– Sell
-454
Closed -$34K – 455
2021
Q2 		$34K Buy
+454
New +$32.9K 0.01% 260
2020
Q2 		– Sell
-765
Closed -$29K – 326
2020
Q1 		$29K Buy
765
+13
+2% +$825 0.02% 188
2019
Q4 		$61K Buy
+752
New +$58.5K 0.04% 166

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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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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