MCM
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MAI Capital Management’s Vanguard Energy ETF VDE Stock Holding History

MAI Capital 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
2026
Q1 		$993K Sell
5,738
-767
-12% -$116K 0.01% 776
2025
Q4 		$819K Buy
6,505
+60
+0.9% +$7.54K ﹤0.01% 801
2025
Q3 		$811K Buy
6,445
+3,667
+132% +$451K 0.01% 770
2025
Q2 		$331K Sell
2,778
-513
-16% -$59.7K ﹤0.01% 978
2025
Q1 		$427K Sell
3,291
-221
-6% -$27.9K ﹤0.01% 872
2024
Q4 		$426K Buy
+3,512
New +$447K ﹤0.01% 894
2024
Q3 		– Sell
-1,647
Closed -$210K – 1245
2024
Q2 		$210K Hold
1,647
– – ﹤0.01% 1129
2024
Q1 		$217K Buy
+1,647
New +$197K ﹤0.01% 1095

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return