TCWM
VDE icon

Total Clarity Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Total Clarity 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 		$208K Sell
1,387
-71
-5% -$11.5K 0.04% 348
2026
Q1 		$252K Sell
1,458
-376
-21% -$56.9K 0.06% 265
2025
Q4 		$231K Sell
1,834
-475
-21% -$59.7K 0.06% 266
2025
Q3 		$291K Sell
2,309
-3,467
-60% -$427K 0.08% 226
2025
Q2 		$688K Buy
5,776
+2,809
+95% +$327K 0.2% 121
2025
Q1 		$360K Hold
2,967
– – 0.12% 179
2024
Q4 		$360K Sell
2,967
-264
-8% -$33.6K 0.12% 179
2024
Q3 		$396K Sell
3,231
-9,163
-74% -$1.15M 0.13% 162
2024
Q2 		$1.58M Buy
12,394
+8,023
+184% +$1.04M 0.55% 50
2024
Q1 		$576K Sell
4,371
-5,366
-55% -$643K 0.2% 133
2023
Q4 		$1.14M Buy
9,737
+7,339
+306% +$880K 0.47% 64
2023
Q3 		$304K Sell
2,398
-65
-3% -$7.96K 0.15% 156
2023
Q2 		$278K Sell
2,463
-569
-19% -$64.1K 0.14% 163
2023
Q1 		$346K Buy
3,032
+578
+24% +$68.5K 0.19% 115
2022
Q4 		$298K Buy
2,454
+336
+16% +$40.9K 0.15% 158
2022
Q3 		$215K Buy
2,118
+15
+0.7% +$1.6K 0.13% 201
2022
Q2 		$209K Buy
+2,103
New +$235K 0.11% 195

Other funds holding VDE

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
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

Total Clarity Wealth Management's VDE Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Vanguard Energy ETF (VDE) stake by 4.9% in Q2 2026, selling an estimated $11.5K and leaving 1,387 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #348.

Total Clarity Wealth Management first reported a position in VDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.58M in Q2 2024. 208 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Total Clarity Wealth Management held 1,387 shares of Vanguard Energy ETF worth $208K as of Q2 2026.
  • Total Clarity Wealth Management sold 71 Vanguard Energy ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Energy ETF made up 0.04% of Total Clarity Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Total Clarity Wealth Management first reported a position in Vanguard Energy ETF in Q2 2022 and has held it in 17 quarters since.
  • Total Clarity Wealth Management's Vanguard Energy ETF position peaked at $1.58M in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.