LWM
VDE icon

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
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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return