Global Financial Private Client’s Vanguard Energy ETF VDE Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-351	Closed	-$45.5K	–	1540
2025 Q1	$45.5K	Sell	351 -142	-29%	-$17.9K	0.02%	337
2024 Q4	$59.8K	Buy	493 +154	+45%	+$19.6K	0.02%	311
2024 Q3	$41.5K	Buy	339 +28	+9%	+$3.5K	0.02%	335
2024 Q2	$39.7K	Buy	311 +6	+2%	+$781	0.02%	321
2024 Q1	$40.4K	Sell	305 -2,947	-91%	-$353K	0.02%	325
2023 Q4	$381K	Buy	3,252 +3,051	+1,518%	+$366K	0.18%	135
2023 Q3	$25K	Hold	201	–	–	0.01%	350
2023 Q2	$22.8K	Hold	201	–	–	0.01%	363
2023 Q1	$24.1K	Hold	201	–	–	0.01%	354
2022 Q4	$24.4K	Hold	201	–	–	0.01%	346
2022 Q3	$21.5K	Hold	201	–	–	0.01%	346
2022 Q2	$20.2K	Hold	201	–	–	0.01%	342
2022 Q1	$21.8K	Hold	201	–	–	0.01%	341
2021 Q4	$15.6K	Hold	201	–	–	0.01%	358
2021 Q3	$15.3K	Hold	201	–	–	0.01%	317
2021 Q2	$15.5K	Hold	201	–	–	0.01%	320
2021 Q1	$14K	Hold	201	–	–	0.01%	293
2020 Q4	$10.4K	Hold	201	–	–	0.01%	304
2020 Q3	$7.87K	Buy	201 +1	+0.5%	+$48	0.01%	320
2020 Q2	$9.82K	Sell	200 -195	-49%	-$9.62K	0.01%	337
2020 Q1	$14.4K	Hold	395	–	–	0.02%	330
2019 Q4	$32.2K	Buy	+395	New	+$30.7K	0.03%	289

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Global Financial Private Client's VDE Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 351 shares — an estimated $45.5K sold.

Global Financial Private Client first reported a position in VDE in Q4 2019 and held it in 22 quarters. The position peaked at $381K in Q4 2023. 649 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Global Financial Private Client reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 351 Vanguard Energy ETF shares in Q2 2025, an estimated $45.5K.
Global Financial Private Client first reported a position in Vanguard Energy ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Vanguard Energy ETF position peaked at $381K in Q4 2023.
649 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.