SSWM
VDE icon

Sheets Smith Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Sheets Smith Wealth Management’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 		$866K Sell
5,768
-285
-5% -$46.2K 0.09% 225
2026
Q1 		$1.05M Buy
6,053
+28
+0.5% +$4.24K 0.12% 184
2025
Q4 		$759K Sell
6,025
-298
-5% -$37.4K 0.08% 221
2025
Q3 		$796K Buy
6,323
+148
+2% +$18.2K 0.09% 211
2025
Q2 		$736K Sell
6,175
-146
-2% -$17K 0.09% 217
2025
Q1 		$820K Sell
6,321
-324
-5% -$40.9K 0.1% 183
2024
Q4 		$806K Sell
6,645
-150
-2% -$19.1K 0.1% 182
2024
Q3 		$832K Sell
6,795
-3,989
-37% -$499K 0.1% 175
2024
Q2 		$1.38M Buy
10,784
+3,590
+50% +$467K 0.16% 129
2024
Q1 		$947K Buy
7,194
+649
+10% +$77.8K 0.11% 171
2023
Q4 		$768K Sell
6,545
-28
-0.4% -$3.36K 0.11% 160
2023
Q3 		$833K Buy
6,573
+363
+6% +$44.4K 0.13% 149
2023
Q2 		$701K Buy
6,210
+14
+0.2% +$1.58K 0.1% 172
2023
Q1 		$708K Sell
6,196
-22
-0.4% -$2.61K 0.11% 165
2022
Q4 		$754K Buy
6,218
+1,045
+20% +$127K 0.12% 155
2022
Q3 		$525K Sell
5,173
-198
-4% -$21.1K 0.09% 180
2022
Q2 		$534K Buy
5,371
+323
+6% +$36.1K 0.09% 176
2022
Q1 		$540K Sell
5,048
-130
-3% -$12.5K 0.07% 206
2021
Q4 		$402K Buy
5,178
+173
+3% +$13.8K 0.05% 260
2021
Q3 		$370K Buy
+5,005
New +$349K 0.05% 265

Other funds holding VDE

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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
UFA
Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return