DAS
VDE icon

Dynamic Advisor Solutions’s Vanguard Energy ETF VDE Stock Holding History

Dynamic Advisor Solutions’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 		$257K Buy
+1,710
New +$277K 0.01% 918
2024
Q2 		– Sell
-1,557
Closed -$205K – 998
2024
Q1 		$205K Sell
1,557
-169
-10% -$20.3K 0.01% 861
2023
Q4 		$204K Buy
1,726
+8
+0.5% +$959 0.01% 836
2023
Q3 		$218K Buy
+1,718
New +$210K 0.01% 758
2023
Q2 		– Sell
-2,114
Closed -$241K – 853
2023
Q1 		$241K Buy
2,114
+217
+11% +$25.7K 0.01% 655
2022
Q4 		$230K Buy
+1,897
New +$231K 0.02% 627
2022
Q3 		– Sell
-2,656
Closed -$264K – 743
2022
Q2 		$264K Sell
2,656
-1,232
-32% -$138K 0.02% 572
2022
Q1 		$416K Buy
+3,888
New +$374K 0.03% 471
2017
Q2 		– Sell
-2,250
Closed -$218K – 233
2017
Q1 		$218K Sell
2,250
-320
-12% -$32K 0.09% 195
2016
Q4 		$269K Sell
2,570
-503
-16% -$50.3K 0.11% 181
2016
Q3 		$300K Buy
3,073
+292
+10% +$27.7K 0.11% 193
2016
Q2 		$265K Buy
2,781
+119
+4% +$10.9K 0.11% 177
2016
Q1 		$228K Buy
+2,662
New +$213K 0.1% 187
2015
Q4 		– Sell
-2,622
Closed -$222K – 216
2015
Q3 		$222K Buy
+2,622
New +$249K 0.11% 162
2015
Q2 		– Sell
-3,100
Closed -$339K – 195
2015
Q1 		$339K Buy
3,100
+680
+28% +$74.3K 0.17% 144
2014
Q4 		$270K Buy
+2,420
New +$289K 0.14% 155
2014
Q3 		– Sell
-1,392
Closed -$200K – 221
2014
Q2 		$200K Sell
1,392
-330
-19% -$44.9K 0.12% 189
2014
Q1 		$221K Sell
1,722
-100
-5% -$12.3K 0.15% 175
2013
Q4 		$230K Buy
+1,822
New +$226K 0.17% 176

Other funds holding VDE

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
UFA
Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return