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BOS Asset Management’s Vanguard Energy ETF VDE Stock Holding History

BOS Asset 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 		$472K Buy
3,143
+3
+0.1% +$486 0.11% 129
2026
Q1 		$543K Buy
3,140
+10
+0.3% +$1.51K 0.14% 116
2025
Q4 		$394K Sell
3,130
-9
-0.3% -$1.13K 0.11% 137
2025
Q3 		$395K Hold
3,139
– – 0.11% 130
2025
Q2 		$374K Sell
3,139
-47
-1% -$5.47K 0.12% 121
2025
Q1 		$413K Sell
3,186
-177
-5% -$22.4K 0.14% 107
2024
Q4 		$408K Sell
3,363
-220
-6% -$28K 0.15% 110
2024
Q3 		$439K Sell
3,583
-99
-3% -$12.4K 0.16% 93
2024
Q2 		$470K Buy
3,682
+4
+0.1% +$521 0.22% 85
2024
Q1 		$484K Buy
3,678
+84
+2% +$10.1K 0.25% 68
2023
Q4 		$422K Buy
3,594
+1,852
+106% +$222K 0.29% 82
2023
Q3 		$221K Buy
+1,742
New +$213K 0.16% 130

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return