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Forum Financial Management’s Vanguard Energy ETF VDE Stock Holding History

Forum Financial 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
2026
Q1 		$211K Buy
+1,217
New +$184K ﹤0.01% 304
2024
Q2 		– Sell
-1,549
Closed -$204K – 771
2024
Q1 		$204K Buy
+1,549
New +$186K ﹤0.01% 698
2023
Q4 		– Sell
-1,883
Closed -$239K – 724
2023
Q3 		$239K Buy
1,883
+2
+0.1% +$245 0.01% 513
2023
Q2 		$212K Buy
1,881
+2
+0.1% +$225 ﹤0.01% 590
2023
Q1 		$215K Sell
1,879
-4
-0.2% -$474 0.01% 531
2022
Q4 		$228K Sell
1,883
-128
-6% -$15.6K 0.01% 496
2022
Q3 		$204K Buy
+2,011
New +$214K 0.01% 492
2022
Q2 		– Sell
-1,976
Closed -$211K – 662
2022
Q1 		$211K Buy
+1,976
New +$190K 0.01% 548

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return