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Royal Harbor Partners’s Vanguard Energy ETF VDE Stock Holding History

Royal Harbor 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
2026
Q2 		– Sell
-1,504
Closed -$260K – 61
2026
Q1 		$260K Buy
+1,504
New +$228K 0.09% 47

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ECM
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Cambridge Investment Research Advisors
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AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Royal Harbor Partners's VDE Position: Q2 2026 in Review

Royal Harbor Partners sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,504 shares — an estimated $260K sold.

Royal Harbor Partners first reported a position in VDE in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 263 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Royal Harbor Partners reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Royal Harbor Partners sold 1,504 Vanguard Energy ETF shares in Q2 2026, an estimated $260K.
  • Royal Harbor Partners first reported a position in Vanguard Energy ETF in Q1 2026 and held it in 1 quarter.
  • Royal Harbor Partners's Vanguard Energy ETF position peaked at $260K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.