MPCL
VDE icon

My Personal CFO LLC’s Vanguard Energy ETF VDE Stock Holding History

My Personal CFO LLC’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 		$3.71M Buy
21,456
+18
+0.1% +$2.72K 1.63% 15
2025
Q4 		$2.7M Buy
+21,438
New +$2.69M 1.13% 24
2025
Q3 		– Sell
-23,078
Closed -$2.75M – 146
2025
Q2 		$2.75M Buy
23,078
+2,558
+12% +$298K 1.25% 21
2025
Q1 		$2.66M Buy
20,520
+35
+0.2% +$4.42K 1.34% 20
2024
Q4 		$2.49M Buy
20,485
+4,030
+24% +$513K 1.27% 22
2024
Q3 		$2.02M Buy
16,455
+173
+1% +$21.6K 1.1% 26
2024
Q2 		$2.08M Buy
16,282
+86
+0.5% +$11.2K 1.11% 22
2024
Q1 		$2.13M Buy
16,196
+505
+3% +$60.5K 1.23% 20
2023
Q4 		$1.84M Buy
15,691
+47
+0.3% +$5.63K 1.2% 21
2023
Q3 		$1.98M Sell
15,644
-366
-2% -$44.8K 1.6% 17
2023
Q2 		$1.81M Hold
16,010
– – 1.42% 21
2023
Q1 		$1.83M Buy
16,010
+9,246
+137% +$1.1M 1.56% 20
2022
Q4 		$1.94M Hold
6,764
– – 1.79% 12
2022
Q3 		$687K Sell
6,764
-9,239
-58% -$983K 1.04% 24
2022
Q2 		$1.59M Sell
16,003
-1,653
-9% -$185K 2.04% 14
2022
Q1 		$1.89M Sell
17,656
-139
-0.8% -$13.4K 1.96% 15
2021
Q4 		$1.38M Buy
+17,795
New +$1.42M 1.2% 20

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return