Iron Horse Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Iron Horse Wealth Management’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	-158	Closed	-$19.2K	–	643
2024 Q4	$19.2K	Buy	+158	New	+$20.1K	0.01%	188
2022 Q2	–	Sell	-200	Closed	-$21K	–	321
2022 Q1	$21K	Hold	200	–	–	0.01%	109
2021 Q4	$16K	Hold	200	–	–	0.01%	109
2021 Q3	$15K	Hold	200	–	–	0.01%	100
2021 Q2	$15K	Hold	200	–	–	0.01%	104
2021 Q1	$14K	Hold	200	–	–	0.01%	99
2020 Q4	$10K	Buy	+200	New	+$9.35K	0.01%	104

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 22.9% 1-Year Est. Return

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

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

Iron Horse Wealth Management's VDE Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 158 shares — an estimated $19.2K sold.

Iron Horse Wealth Management first reported a position in VDE in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q1 2022. 696 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Iron Horse Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 158 Vanguard Energy ETF shares in Q1 2025, an estimated $19.2K.
Iron Horse Wealth Management first reported a position in Vanguard Energy ETF in Q4 2020 and held it in 7 quarters.
Iron Horse Wealth Management's Vanguard Energy ETF position peaked at $21K in Q1 2022.
696 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.