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	–	1785
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

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

Wealthfront Advisers

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 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