Forthright Family Wealth Advisory’s Vanguard Energy ETF VDE Stock Holding History

Forthright Family Wealth Advisory’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	-4,948	Closed	-$652K	–	86
2026 Q1	$652K	Buy	+4,948	New	+$748K	0.44%	36
2024 Q3	–	Sell	-4,478	Closed	-$571K	–	77
2024 Q2	$571K	Sell	4,478 -470	-9%	-$61.2K	0.37%	39
2024 Q1	$652K	Sell	4,948 -769	-13%	-$92.2K	0.44%	36
2023 Q4	$670K	Buy	+5,717	New	+$685K	0.53%	32

Other funds holding VDE

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Forthright Family Wealth Advisory's VDE Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 4,948 shares — an estimated $652K sold.

Forthright Family Wealth Advisory first reported a position in VDE in Q4 2023 and held it in 4 quarters. The position peaked at $670K in Q4 2023. 349 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 4,948 Vanguard Energy ETF shares in Q2 2026, an estimated $652K.
Forthright Family Wealth Advisory first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's Vanguard Energy ETF position peaked at $670K in Q4 2023.
349 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.