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Wealthcare Advisory Partners’s Vanguard Energy ETF VDE Stock Holding History

Wealthcare Advisory Partners’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 		$276K Sell
1,837
-188
-9% -$30.5K 0.01% 911
2026
Q1 		$350K Sell
2,025
-128
-6% -$19.4K 0.01% 819
2025
Q4 		$271K Sell
2,153
-42
-2% -$5.28K 0.01% 914
2025
Q3 		$276K Buy
2,195
+7
+0.3% +$862 0.01% 884
2025
Q2 		$261K Buy
2,188
+369
+20% +$42.9K 0.01% 842
2025
Q1 		$236K Sell
1,819
-150
-8% -$18.9K 0.01% 824
2024
Q4 		$239K Sell
1,969
-216
-10% -$27.5K 0.01% 785
2024
Q3 		$268K Sell
2,185
-116
-5% -$14.5K 0.01% 752
2024
Q2 		$294K Sell
2,301
-1,077
-32% -$140K 0.01% 687
2024
Q1 		$445K Sell
3,378
-76
-2% -$9.11K 0.01% 561
2023
Q4 		$405K Buy
3,454
+24
+0.7% +$2.88K 0.02% 526
2023
Q3 		$435K Sell
3,430
-306
-8% -$37.5K 0.02% 468
2023
Q2 		$422K Sell
3,736
-2,201
-37% -$248K 0.02% 481
2023
Q1 		$678K Sell
5,937
-779
-12% -$92.4K 0.03% 374
2022
Q4 		$814K Buy
6,716
+141
+2% +$17.2K 0.04% 313
2022
Q3 		$668K Buy
6,575
+573
+10% +$60.9K 0.04% 294
2022
Q2 		$597K Sell
6,002
-1,385
-19% -$155K 0.04% 291
2022
Q1 		$791K Buy
7,387
+3,201
+76% +$308K 0.05% 230
2021
Q4 		$325K Buy
+4,186
New +$333K 0.02% 425
2021
Q2 		– Sell
-1,592
Closed -$108K – 1807
2021
Q1 		$108K Buy
+1,592
New +$102K 0.01% 643
2020
Q2 		– Sell
-956
Closed -$37K – 1300
2020
Q1 		$37K Buy
956
+51
+6% +$3.24K 0.01% 572
2019
Q4 		$74K Sell
905
-500
-36% -$38.9K 0.01% 468
2019
Q3 		$110K Buy
1,405
+857
+156% +$68.6K 0.02% 359
2019
Q2 		$47K Hold
548
– – 0.01% 522
2019
Q1 		$49K Sell
548
-12
-2% -$1.04K 0.01% 471
2018
Q4 		$43K Hold
560
– – 0.01% 462
2018
Q3 		$59K Hold
560
– – 0.01% 433
2018
Q2 		$59K Buy
560
+429
+327% +$43.9K 0.01% 437
2018
Q1 		$12K Buy
131
+125
+2,083% +$12.1K ﹤0.01% 699
2017
Q4 		$1K Hold
6
– – ﹤0.01% 1039
2017
Q3 		$1K Buy
+6
New +$532 ﹤0.01% 851

Other funds holding VDE

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Wealthcare Advisory Partners's VDE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Energy ETF (VDE) stake by 9.3% in Q2 2026, selling an estimated $30.5K and leaving 1,837 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #911.

Wealthcare Advisory Partners first reported a position in VDE in Q3 2017 and has held it in 31 quarters since. The position peaked at $814K in Q4 2022. 204 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Wealthcare Advisory Partners held 1,837 shares of Vanguard Energy ETF worth $276K as of Q2 2026.
  • Wealthcare Advisory Partners sold 188 Vanguard Energy ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Energy ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #911 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Energy ETF in Q3 2017 and has held it in 31 quarters since.
  • Wealthcare Advisory Partners's Vanguard Energy ETF position peaked at $814K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.