Money Concepts Capital’s Vanguard Energy ETF VDE Stock Holding History

Money Concepts Capital’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 Q3	–	Sell	-1,930	Closed	-$230K	–	493
2025 Q2	$230K	Buy	+1,930	New	+$225K	0.02%	413
2023 Q1	–	Sell	-2,500	Closed	-$303K	–	2797
2022 Q4	$303K	Buy	2,500 +2,122	+561%	+$258K	0.01%	552
2022 Q3	$38K	Buy	378 +23	+6%	+$2.45K	﹤0.01%	773
2022 Q2	$36K	Sell	355 -2,831	-89%	-$317K	﹤0.01%	764
2022 Q1	$341K	Buy	3,186 +3,111	+4,148%	+$299K	0.02%	546
2021 Q4	$6K	Buy	+75	New	+$5.97K	﹤0.01%	700
2021 Q1	$13K	Hold	185	–	–	﹤0.01%	640
2020 Q4	$10K	Buy	+185	New	+$8.65K	﹤0.01%	602

Other funds holding VDE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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