Wolff Wiese Magana’s Vanguard Energy ETF VDE Stock Holding History

Wolff Wiese Magana’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	–	Sell	-25	Closed	-$4.33K	–	1055
2026 Q1	$4.33K	Buy	+25	New	+$3.78K	﹤0.01%	630
2025 Q3	–	Sell	-36	Closed	-$4.29K	–	1042
2025 Q2	$4.29K	Hold	36	–	–	﹤0.01%	593
2025 Q1	$4.67K	Buy	36 +4	+13%	+$505	﹤0.01%	578
2024 Q4	$3.88K	Hold	32	–	–	﹤0.01%	599
2024 Q3	$3.92K	Buy	+32	New	+$4K	﹤0.01%	620
2023 Q4	–	Sell	-363	Closed	-$46K	–	841
2023 Q3	$46K	Sell	363 -371	-51%	-$45.4K	0.04%	190
2023 Q2	$82.9K	Sell	734 -43	-6%	-$4.84K	0.06%	151
2023 Q1	$88.8K	Sell	777 -104	-12%	-$12.3K	0.07%	144
2022 Q4	$107K	Buy	881 +104	+13%	+$12.7K	0.09%	129
2022 Q3	$79K	Sell	777 -656	-46%	-$69.8K	0.06%	193
2022 Q2	$143K	Buy	1,433 +448	+45%	+$50.1K	0.1%	142
2022 Q1	$105K	Buy	+985	New	+$94.8K	0.07%	181

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

Wolff Wiese Magana's VDE Position: Q2 2026 in Review

Wolff Wiese Magana sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 25 shares — an estimated $4.33K sold.

Wolff Wiese Magana first reported a position in VDE in Q1 2022 and held it in 12 quarters. The position peaked at $143K in Q2 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Wolff Wiese Magana reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Wolff Wiese Magana sold 25 Vanguard Energy ETF shares in Q2 2026, an estimated $4.33K.
Wolff Wiese Magana first reported a position in Vanguard Energy ETF in Q1 2022 and held it in 12 quarters.
Wolff Wiese Magana's Vanguard Energy ETF position peaked at $143K in Q2 2022.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.