Physician Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Physician Wealth Advisors’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 Q2	$44.9K	Buy	299 +19	+7%	+$3.08K	0.01%	457
2026 Q1	$48.5K	Hold	280	–	–	0.01%	410
2025 Q4	$35.3K	Hold	280	–	–	﹤0.01%	454
2025 Q3	$35.2K	Hold	280	–	–	0.01%	446
2025 Q2	$33.4K	Sell	280 -65	-19%	-$7.57K	0.01%	418
2025 Q1	$44.8K	Hold	345	–	–	0.01%	353
2024 Q4	$41.9K	Buy	+345	New	+$43.9K	0.01%	370

Other funds holding VDE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Physician Wealth Advisors's VDE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Energy ETF (VDE) stake by 6.8% in Q2 2026, buying an estimated $3.08K and bringing the position to 299 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #457.

Physician Wealth Advisors first reported a position in VDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $48.5K in Q1 2026. 365 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Physician Wealth Advisors held 299 shares of Vanguard Energy ETF worth $44.9K as of Q2 2026.
Physician Wealth Advisors bought 19 Vanguard Energy ETF shares in Q2 2026, an estimated $3.08K.
Vanguard Energy ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #457 holding.
Physician Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Vanguard Energy ETF position peaked at $48.5K in Q1 2026.
365 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.