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

Roberts 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
2025 Q1	–	Sell	-1,579	Closed	-$207K	–	105
2024 Q4	$207K	Hold	1,579	–	–	0.06%	98
2024 Q3	$201K	Buy	+1,579	New	+$197K	0.07%	94
2024 Q2	–	Sell	-1,579	Closed	-$209K	–	95
2024 Q1	$209K	Buy	+1,579	New	+$189K	0.08%	91
2023 Q4	–	Sell	-1,989	Closed	-$251K	–	82
2023 Q3	$251K	Hold	1,989	–	–	0.11%	82
2023 Q2	$225K	Hold	1,989	–	–	0.1%	82
2023 Q1	$233K	Hold	1,989	–	–	0.11%	82
2022 Q4	$232K	Sell	1,989 -50	-2%	-$6.09K	0.11%	80
2022 Q3	$236K	Sell	2,039 -366	-15%	-$38.9K	0.12%	75
2022 Q2	$237K	Sell	2,405 -200	-8%	-$22.4K	0.1%	82
2022 Q1	$282K	Sell	2,605 -556	-18%	-$53.5K	0.11%	85
2021 Q4	$253K	Sell	3,161 -150	-5%	-$11.9K	0.09%	91
2021 Q3	$245K	Buy	+3,311	New	+$231K	0.1%	89

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Roberts Wealth Advisors's VDE Position: Q1 2025 in Review

Roberts Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 1,579 shares — an estimated $207K sold.

Roberts Wealth Advisors first reported a position in VDE in Q3 2021 and held it in 12 quarters. The position peaked at $282K in Q1 2022. 695 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Roberts Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Roberts Wealth Advisors sold 1,579 Vanguard Energy ETF shares in Q1 2025, an estimated $207K.
Roberts Wealth Advisors first reported a position in Vanguard Energy ETF in Q3 2021 and held it in 12 quarters.
Roberts Wealth Advisors's Vanguard Energy ETF position peaked at $282K in Q1 2022.
695 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Roberts Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.