Welch & Forbes’s Vanguard Energy ETF VDE Stock Holding History

Welch & Forbes’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	$204K	Buy	+1,178	New	+$178K	﹤0.01%	361
2025 Q2	–	Sell	-2,178	Closed	-$283K	–	382
2025 Q1	$283K	Hold	2,178	–	–	﹤0.01%	325
2024 Q4	$264K	Hold	2,178	–	–	﹤0.01%	342
2024 Q3	$267K	Sell	2,178 -500	-19%	-$62.5K	﹤0.01%	348
2024 Q2	$335K	Hold	2,678	–	–	﹤0.01%	318
2024 Q1	$353K	Sell	2,678 -349	-12%	-$41.8K	﹤0.01%	319
2023 Q4	$355K	Hold	3,027	–	–	0.01%	316
2023 Q3	$384K	Sell	3,027 -1	-0%	-$122	0.01%	305
2023 Q2	$342K	Hold	3,028	–	–	0.01%	318
2023 Q1	$346K	Sell	3,028 -66	-2%	-$7.83K	0.01%	312
2022 Q4	$375K	Buy	3,094 +349	+13%	+$42.5K	0.01%	310
2022 Q3	$279K	Hold	2,745	–	–	0.01%	329
2022 Q2	$272K	Hold	2,745	–	–	0.01%	341
2022 Q1	$294K	Buy	+2,745	New	+$264K	﹤0.01%	336

Other funds holding VDE

Bank of America

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 $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers

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

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

Envestnet Asset Management

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

Manulife (Manufacturers Life Insurance)

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return