Uptown Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History

Uptown Financial Advisors’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	$3.8M	Sell	25,298 -230	-0.9%	-$37.3K	2.78%	12
2026 Q1	$4.42M	Buy	25,528 +575	+2%	+$87K	3.57%	9
2025 Q4	$3.14M	Buy	24,953 +893	+4%	+$112K	2.68%	13
2025 Q3	$3.03M	Buy	24,060 +315	+1%	+$38.8K	2.66%	13
2025 Q2	$2.83M	Buy	23,745 +2,483	+12%	+$289K	2.63%	14
2025 Q1	$2.76M	Buy	21,262 +361	+2%	+$45.6K	2.85%	11
2024 Q4	$2.54M	Buy	+20,901	New	+$2.66M	2.73%	10

Other funds holding VDE

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return