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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 764 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.
764 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.