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RAFFA WEALTH MANAGEMENT, LLC’s Vanguard Energy ETF VDE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$9.96K Hold
66
– – ﹤0.01% 427
2026
Q1 		$11.4K Buy
66
+1
+2% +$151 ﹤0.01% 364
2025
Q4 		$8.25K Hold
65
– – ﹤0.01% 410
2025
Q3 		$8.18K Buy
65
+1
+2% +$123 ﹤0.01% 402
2025
Q2 		$7.68K Hold
64
– – ﹤0.01% 429
2025
Q1 		$8.3K Hold
64
– – ﹤0.01% 345
2024
Q4 		$7.7K Buy
64
+2
+3% +$255 ﹤0.01% 368
2024
Q3 		$7.65K Hold
62
– – ﹤0.01% 351
2024
Q2 		$7.91K Buy
+62
New +$8.07K ﹤0.01% 474
2020
Q1 		– Sell
-325
Closed -$26.5K – 886
2019
Q4 		$26.5K Hold
325
– – 0.01% 179
2019
Q3 		$25.4K Buy
+325
New +$26K 0.01% 180
2019
Q2 		– Sell
-325
Closed -$29K – 1362
2019
Q1 		$29K Hold
325
– – 0.01% 143
2018
Q4 		$25.1K Sell
325
-405
-55% -$37.1K 0.01% 163
2018
Q3 		$76.7K Hold
730
– – 0.03% 114
2018
Q2 		$76.7K Hold
730
– – 0.03% 103
2018
Q1 		$67.4K Hold
730
– – 0.02% 101
2017
Q4 		$72.2K Sell
730
-50
-6% -$4.7K 0.03% 101
2017
Q3 		$73K Hold
780
– – 0.03% 104
2017
Q2 		$69K Sell
780
-111
-12% -$10.2K 0.03% 104
2017
Q1 		$86.1K Hold
891
– – 0.04% 74
2016
Q4 		$93.2K Buy
891
+516
+138% +$51.6K 0.05% 70
2016
Q3 		$36.6K Hold
375
– – 0.02% 102
2016
Q2 		$35.7K Hold
375
– – 0.02% 103
2016
Q1 		$32.2K Hold
375
– – 0.02% 118
2015
Q4 		$31.2K Hold
375
– – 0.02% 110
2015
Q3 		$31.8K Hold
375
– – 0.02% 115
2015
Q2 		$40.1K Hold
375
– – 0.02% 105
2015
Q1 		$41K Hold
375
– – 0.02% 89
2014
Q4 		$41.9K Hold
375
– – 0.03% 88
2014
Q3 		$49.2K Hold
375
– – 0.04% 80
2014
Q2 		$54K Hold
375
– – 0.04% 74
2014
Q1 		$48.2K Hold
375
– – 0.04% 84
2013
Q4 		$41.9K Buy
+375
New +$46.6K 0.03% 88

Other funds holding VDE

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

RAFFA WEALTH MANAGEMENT, LLC's VDE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Vanguard Energy ETF (VDE) position steady in Q2 2026 at 66 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VDE in Q4 2013 and has held it in 33 quarters since. The position peaked at $93.2K in Q4 2016. 263 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 66 shares of Vanguard Energy ETF worth $9.96K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Vanguard Energy ETF share count unchanged in Q2 2026.
  • Vanguard Energy ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #427 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vanguard Energy ETF in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Vanguard Energy ETF position peaked at $93.2K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.