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

Avior 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
Q1 		– Sell
-56
Closed -$6.82K – 2272
2024
Q4 		$6.82K Buy
56
+3
+6% +$382 ﹤0.01% 1756
2024
Q3 		$6.49K Sell
53
-78
-60% -$9.76K ﹤0.01% 1684
2024
Q2 		$16.8K Buy
131
+1
+0.8% +$130 ﹤0.01% 1380
2024
Q1 		$17.2K Buy
130
+5
+4% +$599 ﹤0.01% 1668
2023
Q4 		$14.7K Hold
125
– – ﹤0.01% 932
2023
Q3 		$15.9K Hold
125
– – ﹤0.01% 977
2023
Q2 		$14.2K Sell
125
-118
-49% -$13.3K ﹤0.01% 973
2023
Q1 		$27.8K Buy
243
+118
+94% +$14K ﹤0.01% 893
2022
Q4 		$15.2K Buy
125
+10
+9% +$1.22K ﹤0.01% 794
2022
Q3 		$11K Hold
115
– – ﹤0.01% 844
2022
Q2 		$11K Buy
115
+34
+42% +$3.8K ﹤0.01% 762
2022
Q1 		$8K Buy
81
+50
+161% +$4.81K ﹤0.01% 865
2021
Q4 		$2K Hold
31
– – ﹤0.01% 984
2021
Q3 		$2K Hold
31
– – ﹤0.01% 953
2021
Q2 		$2K Hold
31
– – ﹤0.01% 920
2021
Q1 		$2K Hold
31
– – ﹤0.01% 918
2020
Q4 		$1K Hold
31
– – ﹤0.01% 951
2020
Q3 		$1K Hold
31
– – ﹤0.01% 895
2020
Q2 		$1K Hold
31
– – ﹤0.01% 869
2020
Q1 		$1K Sell
31
-3
-9% -$190 ﹤0.01% 747
2019
Q4 		$2K Hold
34
– – ﹤0.01% 730
2019
Q3 		$2K Buy
34
+3
+10% +$240 ﹤0.01% 694
2019
Q2 		$3K Hold
31
– – ﹤0.01% 709
2019
Q1 		$2K Hold
31
– – ﹤0.01% 613
2018
Q4 		$2K Hold
31
– – ﹤0.01% 670
2018
Q3 		$3K Hold
31
– – ﹤0.01% 674
2018
Q2 		$3K Hold
31
– – ﹤0.01% 702
2018
Q1 		$3K Hold
31
– – ﹤0.01% 679
2017
Q4 		$3K Hold
31
– – ﹤0.01% 683
2017
Q3 		$3K Buy
+31
New +$2.75K ﹤0.01% 434

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Avior Wealth Management's VDE Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 56 shares — an estimated $6.82K sold.

Avior Wealth Management first reported a position in VDE in Q3 2017 and held it in 30 quarters. The position peaked at $27.8K in Q1 2023. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

  • Avior Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 56 Vanguard Energy ETF shares in Q1 2025, an estimated $6.82K.
  • Avior Wealth Management first reported a position in Vanguard Energy ETF in Q3 2017 and held it in 30 quarters.
  • Avior Wealth Management's Vanguard Energy ETF position peaked at $27.8K in Q1 2023.
  • 695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.