Sowell Financial Services’s Vanguard Energy ETF VDE Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-1,722	Closed	-$205K	–	1133
2025 Q2	$205K	Sell	1,722 -61	-3%	-$7.1K	0.01%	963
2025 Q1	$231K	Buy	+1,783	New	+$225K	0.01%	876
2023 Q2	–	Sell	-2,342	Closed	-$267K	–	823
2023 Q1	$267K	Buy	+2,342	New	+$278K	0.02%	601
2021 Q2	–	Sell	-904	Closed	-$66K	–	2648
2021 Q1	$66K	Buy	904 +207	+30%	+$13.2K	﹤0.01%	1539
2020 Q4	$36K	Buy	697 +30	+4%	+$1.4K	﹤0.01%	1521
2020 Q3	$27K	Sell	667 -814	-55%	-$38.7K	﹤0.01%	1437
2020 Q2	$74K	Buy	1,481 +31	+2%	+$1.53K	﹤0.01%	1056
2020 Q1	$55K	Sell	1,450 -19,706	-93%	-$1.25M	﹤0.01%	1022
2019 Q4	$1.72M	Buy	21,156 +20,565	+3,480%	+$1.6M	0.13%	172
2019 Q3	$46K	Buy	+591	New	+$47.3K	﹤0.01%	1025
2019 Q1	$3.14M	Buy	+35,161	New	+$3.05M	0.35%	63
2018 Q3	–	Sell	-21,459	Closed	-$2.2M	–	449
2018 Q2	$2.2M	Buy	21,459 +9,715	+83%	+$994K	0.47%	57
2018 Q1	$1.19M	Buy	11,744 +2,299	+24%	+$223K	0.3%	79
2017 Q4	$988K	Buy	9,445 +756	+9%	+$71.1K	0.24%	95
2017 Q3	$815K	Buy	8,689 +6,075	+232%	+$539K	0.21%	100
2017 Q2	$231K	Hold	2,614	–	–	0.07%	219
2017 Q1	$243K	Buy	2,614 +2,270	+660%	+$227K	0.07%	216
2016 Q4	$35K	Buy	+344	New	+$34.4K	0.01%	374

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

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

Wealthfront Advisers

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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