EverSource Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
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ECM
CWM
PL
BL
PFS
BCM
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LI
GWM
EverSource Wealth Advisors's VDE Position: Q2 2026 in Review
EverSource Wealth Advisors reduced its Vanguard Energy ETF (VDE) stake by 45% in Q2 2026, selling an estimated $102K and leaving 759 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.
EverSource Wealth Advisors first reported a position in VDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $240K in Q1 2026. 215 funds tracked by Wall St. Rank hold VDE as of Q2 2026.
- EverSource Wealth Advisors held 759 shares of Vanguard Energy ETF worth $114K as of Q2 2026.
- EverSource Wealth Advisors sold 630 Vanguard Energy ETF shares in Q2 2026, an estimated $102K.
- Vanguard Energy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1316 holding.
- EverSource Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2021 and has held it in 19 quarters since.
- EverSource Wealth Advisors's Vanguard Energy ETF position peaked at $240K in Q1 2026.
- 215 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.