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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 760 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.
760 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.