TritonPoint Wealth’s Vanguard Energy ETF VDE Stock Holding History

TritonPoint 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
2026 Q1	–	Sell	-2,745	Closed	-$346K	–	286
2025 Q4	$346K	Sell	2,745 -2	-0.1%	-$251	0.04%	206
2025 Q3	$346K	Sell	2,747 -9	-0.3%	-$1.11K	0.03%	274
2025 Q2	$328K	Sell	2,756 -189	-6%	-$22K	0.03%	272
2025 Q1	$382K	Hold	2,945	–	–	0.04%	245
2024 Q4	$357K	Hold	2,945	–	–	0.03%	246
2024 Q3	$362K	Buy	+2,945	New	+$368K	0.03%	247
2024 Q1	–	Sell	-3,756	Closed	-$441K	–	324
2023 Q4	$441K	Buy	+3,756	New	+$450K	0.04%	226

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

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

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

BCMIO

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

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

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

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

TritonPoint Wealth's VDE Position: Q1 2026 in Review

TritonPoint Wealth sold out of Vanguard Energy ETF (VDE) in Q1 2026, closing a stake of 2,745 shares — an estimated $346K sold.

TritonPoint Wealth first reported a position in VDE in Q4 2023 and held it in 7 quarters. The position peaked at $441K in Q4 2023. 773 funds tracked by Wall St. Rank hold VDE as of Q1 2026.

TritonPoint Wealth reported no remaining Vanguard Energy ETF position as of Q1 2026 after selling out during the quarter.
TritonPoint Wealth sold 2,745 Vanguard Energy ETF shares in Q1 2026, an estimated $346K.
TritonPoint Wealth first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 7 quarters.
TritonPoint Wealth's Vanguard Energy ETF position peaked at $441K in Q4 2023.
773 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.