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 Q2	–	Sell	-1,173	Closed	-$203K	–	1052
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Destiny Wealth Partners's VDE Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,173 shares — an estimated $203K sold.

Destiny Wealth Partners first reported a position in VDE in Q4 2020 and held it in 10 quarters. The position peaked at $11.9M in Q4 2022. 760 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,173 Vanguard Energy ETF shares in Q2 2026, an estimated $203K.
Destiny Wealth Partners first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's Vanguard Energy ETF position peaked at $11.9M in Q4 2022.
760 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.