Game Plan Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Game Plan Financial Advisors’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
2025 Q1	–	Sell	-3,000	Closed	-$363K	–	388
2024 Q4	$363K	Buy	+3,000	New	+$382K	0.17%	66
2022 Q4	$249K	Sell	2,050 -550	-21%	-$67K	0.2%	66
2022 Q3	$264K	Sell	2,600 -5	-0.2%	-$532	0.22%	62
2022 Q2	$258K	Hold	2,605	–	–	0.21%	68
2022 Q1	$279K	Sell	2,605 -350	-12%	-$33.7K	0.17%	74
2021 Q4	$229K	Buy	2,955 +60	+2%	+$4.77K	0.12%	84
2021 Q3	$214K	Hold	2,895	–	–	0.13%	86
2021 Q2	$220K	Buy	+2,895	New	+$210K	0.13%	88
2020 Q1	–	Sell	-6,525	Closed	-$532K	–	103
2019 Q4	$532K	Buy	+6,525	New	+$508K	0.5%	51

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Game Plan Financial Advisors's VDE Position: Q1 2025 in Review

Game Plan Financial Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 3,000 shares — an estimated $363K sold.

Game Plan Financial Advisors first reported a position in VDE in Q4 2019 and held it in 9 quarters. The position peaked at $532K in Q4 2019. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Game Plan Financial Advisors reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Game Plan Financial Advisors sold 3,000 Vanguard Energy ETF shares in Q1 2025, an estimated $363K.
Game Plan Financial Advisors first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 9 quarters.
Game Plan Financial Advisors's Vanguard Energy ETF position peaked at $532K in Q4 2019.
695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Game Plan Financial Advisors's 13F filing for Q1 2025, filed 19 May 2025.