Lee, Danner & Bass’s Vanguard Energy ETF VDE Stock Holding History

Lee, Danner & Bass’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	-25	Closed	-$3.03K	–	679
2024 Q4	$3.03K	Buy	+25	New	+$3.18K	﹤0.01%	643
2022 Q4	–	Sell	-19,789	Closed	-$2.01M	–	200
2022 Q3	$2.01M	Buy	+19,789	New	+$2.1M	0.21%	95
2021 Q4	–	Sell	-5,229	Closed	-$386K	–	203
2021 Q3	$386K	Buy	5,229 +1,914	+58%	+$133K	0.04%	162
2021 Q2	$252K	Buy	+3,315	New	+$240K	0.02%	185

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

Lee, Danner & Bass's VDE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 25 shares — an estimated $3.03K sold.

Lee, Danner & Bass first reported a position in VDE in Q2 2021 and held it in 4 quarters. The position peaked at $2.01M in Q3 2022. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Lee, Danner & Bass reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 25 Vanguard Energy ETF shares in Q1 2025, an estimated $3.03K.
Lee, Danner & Bass first reported a position in Vanguard Energy ETF in Q2 2021 and held it in 4 quarters.
Lee, Danner & Bass's Vanguard Energy ETF position peaked at $2.01M in Q3 2022.
695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.