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VDEVDE
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in VANGUARD ENERGY ETF

HB Wealth Management, LLC holds 14,495 shares of VDE (VANGUARD ENERGY ETF), worth $2.2M as of 2026-Q2. The position was increased (+7.2% shares). VDE represents 0.0% of HB Wealth Management, LLC's portfolio.

Current Value

$2.2M

Current Shares

14,495

Total Value Change

+$1.6M

Total Shares Change

+7,090

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,495
+7.2%
$2.2M0.0%$150.13
28
2026-Q1
Increased
13,523
+10.2%
$2.3M0.0%$159.38
29
2025-Q4
Decreased
12,274
-5.2%
$1.5M0.0%$126.62
0
2025-Q3
Increased
12,951
+117.7%
$1.6M0.0%$126.14
41
2025-Q2
Decreased
5,949
-50.8%
$708,7270.0%$117.86
0
2025-Q1
Increased
12,100
+18.7%
$1.6M0.0%$125.34
30
2024-Q4
Increased
10,193
+24.5%
$1.2M0.0%$115.95
31
2024-Q3
Decreased
8,190
-0.9%
$1M0.0%$117.03
0
2024-Q2
Increased
8,263
+15.1%
$1.1M0.0%$121.57
29
2024-Q1
Decreased
7,177
-21.5%
$945,2140.0%$124.58
0
2023-Q4
Increased
9,142
+37.8%
$1.1M0.0%$110.12
33
2023-Q3
Increased
6,634
+0.9%
$840,8020.0%$117.94
25
2023-Q2
Decreased
6,574
-0.1%
$742,1070.0%$103.65
0
2023-Q1
Decreased
6,582
-23.7%
$751,8300.0%$104.05
0
2022-Q4
Increased
8,622
+12.7%
$1M0.0%$110.09
28
2022-Q3
Increased
7,654
+0.5%
$778,0000.0%$91.65
25
2022-Q2
Decreased
7,617
-1.1%
$758,0000.0%$90.22
0
2022-Q1
Increased
7,702
+4.0%
$824,0000.0%$95.23
26
2021-Q4
New
7,405
-
$575,0000.0%$67.39
34

Other major holders of VDE: BANK OF AMERICA CORP /DE/, Steward Partners Investment Advisory, LLC

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