Drive Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Drive 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
2025 Q1	–	Sell	-1,769	Closed	-$215K	–	384
2024 Q4	$215K	Buy	1,769 +11	+0.6%	+$1.4K	0.05%	294
2024 Q3	$217K	Buy	1,758 +8	+0.5%	+$1K	0.06%	276
2024 Q2	$225K	Hold	1,750	–	–	0.06%	261
2024 Q1	$230K	Hold	1,750	–	–	0.06%	266
2023 Q4	$205K	Hold	1,750	–	–	0.07%	270
2023 Q3	$223K	Buy	+1,750	New	+$214K	0.08%	222

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $672B AUM 33.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Drive Wealth Management's VDE Position: Q1 2025 in Review

Drive Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 1,769 shares — an estimated $215K sold.

Drive Wealth Management first reported a position in VDE in Q3 2023 and held it in 6 quarters. The position peaked at $230K in Q1 2024. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Drive Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 1,769 Vanguard Energy ETF shares in Q1 2025, an estimated $215K.
Drive Wealth Management first reported a position in Vanguard Energy ETF in Q3 2023 and held it in 6 quarters.
Drive Wealth Management's Vanguard Energy ETF position peaked at $230K in Q1 2024.
695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.