Transce3nd’s Vanguard Energy ETF VDE Stock Holding History

Transce3nd’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 Q1	–	Sell	-582	Closed	-$70.6K	–	1585
2024 Q4	$70.6K	Buy	+582	New	+$74.1K	0.02%	311

Other funds holding VDE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Transce3nd's VDE Position: Q1 2025 in Review

Transce3nd sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 582 shares — an estimated $70.6K sold.

Transce3nd first reported a position in VDE in Q4 2024 and held it in 1 quarter. The position peaked at $70.6K in Q4 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Transce3nd reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 582 Vanguard Energy ETF shares in Q1 2025, an estimated $70.6K.
Transce3nd first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 1 quarter.
Transce3nd's Vanguard Energy ETF position peaked at $70.6K in Q4 2024.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.