Cherry Tree Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Cherry Tree 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
2026 Q1	$6.58K	Hold	38	–	–	﹤0.01%	462
2025 Q4	$4.79K	Hold	38	–	–	﹤0.01%	488
2025 Q3	$4.78K	Hold	38	–	–	﹤0.01%	475
2025 Q2	$4.53K	Hold	38	–	–	﹤0.01%	490
2025 Q1	$4.93K	Hold	38	–	–	﹤0.01%	531
2024 Q4	$4.61K	Hold	38	–	–	﹤0.01%	483
2024 Q3	$4.65K	Buy	+38	New	+$4.75K	﹤0.01%	487
2023 Q3	–	Sell	-30	Closed	-$3.39K	–	620
2023 Q2	$3.39K	Buy	+30	New	+$3.38K	﹤0.01%	448

Other funds holding VDE

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return