Transform Wealth’s Vanguard Energy ETF VDE Stock Holding History

Transform Wealth’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	$2.63M	Sell	20,310 -2,096	-9%	-$265K	0.16%	102
2024 Q4	$2.72M	Buy	+22,406	New	+$2.85M	0.15%	105
2018 Q1	–	Sell	-8,080	Closed	-$800K	–	255
2017 Q4	$800K	Sell	8,080 -4,820	-37%	-$453K	0.15%	161
2017 Q3	$1.21M	Buy	+12,900	New	+$1.14M	0.42%	92
2017 Q2	–	Sell	-12,900	Closed	-$1.25M	–	180
2017 Q1	$1.25M	Hold	12,900	–	–	0.47%	66
2016 Q4	$1.35M	Sell	12,900 -400	-3%	-$40K	0.54%	57
2016 Q3	$1.3M	Hold	13,300	–	–	0.56%	57
2016 Q2	$1.26M	Buy	+13,300	New	+$1.22M	0.53%	63

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

Transform Wealth's VDE Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard Energy ETF (VDE) stake by 9.4% in Q1 2025, selling an estimated $265K and leaving 20,310 shares worth $2.63M. The position accounts for 0.16% of the portfolio, ranked #102.

Transform Wealth first reported a position in VDE in Q2 2016 and has held it in 8 quarters since. The position peaked at $2.72M in Q4 2024. 694 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Transform Wealth held 20,310 shares of Vanguard Energy ETF worth $2.63M as of Q1 2025.
Transform Wealth sold 2,096 Vanguard Energy ETF shares in Q1 2025, an estimated $265K.
Vanguard Energy ETF made up 0.16% of Transform Wealth's portfolio in Q1 2025, its #102 holding.
Transform Wealth first reported a position in Vanguard Energy ETF in Q2 2016 and has held it in 8 quarters since.
Transform Wealth's Vanguard Energy ETF position peaked at $2.72M in Q4 2024.
694 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.