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Boltwood Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Boltwood Capital 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
2026
Q2 		$249K Sell
1,659
-30
-2% -$4.86K 0.06% 178
2026
Q1 		$292K Sell
1,689
-45
-3% -$6.81K 0.07% 161
2025
Q4 		$218K Sell
1,734
-35
-2% -$4.4K 0.06% 175
2025
Q3 		$223K Sell
1,769
-35
-2% -$4.31K 0.06% 168
2025
Q2 		$215K Buy
1,804
+91
+5% +$10.6K 0.06% 169
2025
Q1 		$222K Sell
1,713
-357
-17% -$45.1K 0.07% 167
2024
Q4 		$251K Sell
2,070
-75
-3% -$9.55K 0.08% 154
2024
Q3 		$263K Buy
2,145
+335
+19% +$41.9K 0.08% 150
2024
Q2 		$231K Sell
1,810
-10
-0.5% -$1.3K 0.07% 158
2024
Q1 		$240K Sell
1,820
-30
-2% -$3.6K 0.07% 159
2023
Q4 		$217K Buy
1,850
+50
+3% +$5.99K 0.07% 156
2023
Q3 		$228K Sell
1,800
-1
-0.1% -$122 0.08% 144
2023
Q2 		$203K Sell
1,801
-24
-1% -$2.7K 0.07% 157
2023
Q1 		$208K Buy
1,825
+125
+7% +$14.8K 0.08% 157
2022
Q4 		$206K Buy
+1,700
New +$207K 0.08% 143
2019
Q1 		– Sell
-10,352
Closed -$798K – 128
2018
Q4 		$798K Buy
+10,352
New +$948K 0.55% 63

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Boltwood Capital Management's VDE Position: Q2 2026 in Review

Boltwood Capital Management reduced its Vanguard Energy ETF (VDE) stake by 1.8% in Q2 2026, selling an estimated $4.86K and leaving 1,659 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #178.

Boltwood Capital Management first reported a position in VDE in Q4 2018 and has held it in 16 quarters since. The position peaked at $798K in Q4 2018. 142 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Boltwood Capital Management held 1,659 shares of Vanguard Energy ETF worth $249K as of Q2 2026.
  • Boltwood Capital Management sold 30 Vanguard Energy ETF shares in Q2 2026, an estimated $4.86K.
  • Vanguard Energy ETF made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #178 holding.
  • Boltwood Capital Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 16 quarters since.
  • Boltwood Capital Management's Vanguard Energy ETF position peaked at $798K in Q4 2018.
  • 142 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.