GFG
VDE icon

Goldstone Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Goldstone Financial Group’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 		$1.29M Sell
7,444
-5,909
-44% -$894K 0.14% 101
2025
Q4 		$1.68M Buy
13,353
+1,289
+11% +$162K 0.19% 80
2025
Q3 		$1.52M Buy
12,064
+848
+8% +$104K 0.18% 80
2025
Q2 		$1.37M Buy
11,216
+998
+10% +$116K 0.18% 76
2025
Q1 		$1.33M Sell
10,218
-1,781
-15% -$225K 0.2% 76
2024
Q4 		$1.46M Buy
11,999
+1,232
+11% +$157K 0.23% 70
2024
Q3 		$1.32M Sell
10,767
-21
-0.2% -$2.63K 0.23% 71
2024
Q2 		$1.38M Buy
10,788
+1,084
+11% +$141K 0.28% 63
2024
Q1 		$1.28M Buy
9,704
+137
+1% +$16.4K 0.29% 64
2023
Q4 		$1.12M Sell
9,567
-2,661
-22% -$319K 0.29% 64
2023
Q3 		$1.55M Buy
12,228
+645
+6% +$79K 0.46% 43
2023
Q2 		$1.31M Buy
11,583
+2,700
+30% +$304K 0.38% 51
2023
Q1 		$1.01M Buy
+8,883
New +$1.05M 0.33% 50

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $570B AUM 27.57% 1-Year Est. Return