Wingate Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-8	Closed	-$970	–	431
2024 Q4	$970	Buy	+8	New	+$1.02K	﹤0.01%	453

Other funds holding VDE

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 $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wingate Wealth Advisors's VDE Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Vanguard Energy ETF (VDE) in Q1 2025, closing a stake of 8 shares — an estimated $970 sold.

Wingate Wealth Advisors first reported a position in VDE in Q4 2024 and held it in 1 quarter. The position peaked at $970 in Q4 2024. 693 funds tracked by Wall St. Rank hold VDE as of Q1 2025.

Wingate Wealth Advisors reported no remaining Vanguard Energy ETF position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 8 Vanguard Energy ETF shares in Q1 2025, an estimated $970.
Wingate Wealth Advisors first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Vanguard Energy ETF position peaked at $970 in Q4 2024.
693 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.