Proficio Capital Partners’s Vanguard Energy ETF VDE Stock Holding History

Proficio Capital Partners’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 Q2	–	Sell	-1,704	Closed	-$221K	–	479
2025 Q1	$221K	Buy	+1,704	New	+$215K	0.02%	351
2019 Q1	–	Sell	-305	Closed	-$24K	–	1774
2018 Q4	$24K	Hold	305	–	–	0.01%	493
2018 Q3	$32K	Hold	305	–	–	0.01%	463
2018 Q2	$32K	Hold	305	–	–	0.01%	468
2018 Q1	$28K	Sell	305 -305	-50%	-$29.5K	0.01%	495
2017 Q4	$60K	Sell	610 -190	-24%	-$17.9K	0.02%	309
2017 Q3	$75K	Hold	800	–	–	0.03%	304
2017 Q2	$72K	Hold	800	–	–	0.03%	315
2017 Q1	$74K	Hold	800	–	–	0.03%	299
2016 Q4	$84K	Hold	800	–	–	0.04%	199
2016 Q3	$78K	Hold	800	–	–	0.05%	202
2016 Q2	$74K	Hold	800	–	–	0.05%	205
2016 Q1	$69K	Buy	+800	New	+$64.1K	0.06%	167

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Proficio Capital Partners's VDE Position: Q2 2025 in Review

Proficio Capital Partners sold out of Vanguard Energy ETF (VDE) in Q2 2025, closing a stake of 1,704 shares — an estimated $221K sold.

Proficio Capital Partners first reported a position in VDE in Q1 2016 and held it in 13 quarters. The position peaked at $221K in Q1 2025. 648 funds tracked by Wall St. Rank hold VDE as of Q2 2025.

Proficio Capital Partners reported no remaining Vanguard Energy ETF position as of Q2 2025 after selling out during the quarter.
Proficio Capital Partners sold 1,704 Vanguard Energy ETF shares in Q2 2025, an estimated $221K.
Proficio Capital Partners first reported a position in Vanguard Energy ETF in Q1 2016 and held it in 13 quarters.
Proficio Capital Partners's Vanguard Energy ETF position peaked at $221K in Q1 2025.
648 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2025.

Based on Proficio Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.