Destiny Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History

Destiny Wealth Partners’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	$203K	Buy	+1,173	New	+$177K	0.02%	227
2023 Q4	–	Sell	-83,456	Closed	-$10.6M	–	173
2023 Q3	$10.6M	Buy	+83,456	New	+$10.2M	2.13%	15
2023 Q1	–	Sell	-97,838	Closed	-$11.9M	–	632
2022 Q4	$11.9M	Sell	97,838 -442	-0.4%	-$53.8K	2.57%	7
2022 Q3	$9.98M	Buy	98,280 +97,107	+8,279%	+$10.3M	2.24%	9
2022 Q2	$117K	Hold	1,173	–	–	0.03%	226
2022 Q1	$126K	Hold	1,173	–	–	0.02%	200
2021 Q4	$91K	Sell	1,173 -103	-8%	-$8.19K	0.02%	238
2021 Q3	$94K	Buy	+1,276	New	+$89K	0.02%	218
2021 Q2	–	Sell	-1,317	Closed	-$90K	–	503
2021 Q1	$90K	Sell	1,317 -88	-6%	-$5.63K	0.02%	210
2020 Q4	$73K	Buy	+1,405	New	+$65.7K	0.02%	257

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 $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $570B AUM 27.57% 1-Year Est. Return