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	–	389
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return