Carolinas Wealth Consulting’s Vanguard Energy ETF VDE Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-90	Closed	-$11.6K	–	907
2025 Q1	$11.6K	Buy	90 +15	+20%	+$1.89K	﹤0.01%	513
2024 Q4	$8.98K	Buy	75 +2	+3%	+$255	﹤0.01%	559
2024 Q3	$8.99K	Hold	73	–	–	﹤0.01%	575
2024 Q2	$9.29K	Buy	73 +1	+1%	+$130	﹤0.01%	566
2024 Q1	$9.52K	Hold	72	–	–	﹤0.01%	566
2023 Q4	$8.41K	Buy	72 +1	+1%	+$120	﹤0.01%	560
2023 Q3	$8.53K	Buy	71 +1	+1%	+$122	﹤0.01%	539
2023 Q2	$7.97K	Buy	+70	New	+$7.88K	﹤0.01%	623
2021 Q3	–	Sell	-213	Closed	-$16K	–	998
2021 Q2	$16K	Buy	213 +1	+0.5%	+$72	﹤0.01%	543
2021 Q1	$14K	Buy	212 +2	+1%	+$128	﹤0.01%	580
2020 Q4	$11K	Buy	210 +3	+1%	+$140	﹤0.01%	574
2020 Q3	$8K	Buy	207 +2	+1%	+$95	﹤0.01%	516
2020 Q2	$10K	Buy	205 +3	+1%	+$148	﹤0.01%	345
2020 Q1	$7K	Buy	+202	New	+$12.8K	﹤0.01%	159

Other funds holding VDE

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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

BCMIO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's VDE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 90 shares — an estimated $11.6K sold.

Carolinas Wealth Consulting first reported a position in VDE in Q1 2020 and held it in 14 quarters. The position peaked at $16K in Q2 2021. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 90 Vanguard Energy ETF shares in Q2 2025, an estimated $11.6K.
Carolinas Wealth Consulting first reported a position in Vanguard Energy ETF in Q1 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's Vanguard Energy ETF position peaked at $16K in Q2 2021.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.