FCH
VDE icon

Freestone Capital Holdings’s Vanguard Energy ETF VDE Stock Holding History

Freestone Capital Holdings’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 		$469K Buy
2,708
+776
+40% +$117K 0.01% 352
2025
Q4 		$243K Hold
1,932
– – 0.01% 474
2025
Q3 		$243K Sell
1,932
-999
-34% -$123K 0.01% 465
2025
Q2 		$349K Buy
2,931
+39
+1% +$4.54K 0.01% 341
2025
Q1 		$375K Buy
2,892
+1,001
+53% +$126K 0.01% 320
2024
Q4 		$229K Buy
+1,891
New +$241K 0.01% 395
2020
Q1 		– Sell
-41,605
Closed -$3.39K – 418
2019
Q4 		$3.39K Buy
+41,605
New +$3.24M 0.07% 129
2019
Q1 		– Sell
-103,962
Closed -$8.02M – 427
2018
Q4 		$8.02M Buy
+103,962
New +$9.52M 0.55% 51

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UBS Group
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Wells Fargo
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LPL Financial
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
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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