Laidlaw Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Laidlaw 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	-1,681	Closed	-$204K	–	153
2024 Q4	$204K	Buy	+1,681	New	+$214K	0.09%	165
2023 Q3	–	Sell	-2,689	Closed	-$304K	–	369
2023 Q2	$304K	Buy	2,689 +35	+1%	+$3.94K	0.06%	264
2023 Q1	$303K	Sell	2,654 -704	-21%	-$83.5K	0.06%	265
2022 Q4	$407K	Buy	3,358 +602	+22%	+$73.3K	0.09%	220
2022 Q3	$280K	Buy	+2,756	New	+$293K	0.07%	249
2022 Q2	–	Sell	-2,164	Closed	-$232K	–	418
2022 Q1	$232K	Buy	+2,164	New	+$208K	0.04%	347
2021 Q3	–	Sell	-3,231	Closed	-$245K	–	284
2021 Q2	$245K	Buy	+3,231	New	+$234K	0.06%	219

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

Laidlaw Wealth Management's VDE Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 1,681 shares — an estimated $204K sold.

Laidlaw Wealth Management first reported a position in VDE in Q2 2021 and held it in 7 quarters. The position peaked at $407K in Q4 2022. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Laidlaw Wealth Management reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 1,681 Vanguard Energy ETF shares in Q1 2025, an estimated $204K.
Laidlaw Wealth Management first reported a position in Vanguard Energy ETF in Q2 2021 and held it in 7 quarters.
Laidlaw Wealth Management's Vanguard Energy ETF position peaked at $407K in Q4 2022.
695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.