Accel Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
23,871
-24,230
| -50% | -$2.89M | 0.95% | 21 |
|
|
2025
Q1 | $6.24M | Buy |
48,101
+474
| +1% | +$61.5K | 2.26% | 7 |
|
|
2024
Q4 | $5.78M | Buy |
47,627
+4,032
| +9% | +$489K | 2.19% | 6 |
|
|
2024
Q3 | $5.34M | Buy |
43,595
+3,972
| +10% | +$486K | 1.99% | 8 |
|
|
2024
Q2 | $5.05M | Buy |
39,623
+1,480
| +4% | +$189K | 2.02% | 8 |
|
|
2024
Q1 | $5.02M | Buy |
38,143
+692
| +2% | +$91.1K | 2.13% | 8 |
|
|
2023
Q4 | $4.39M | Buy |
37,451
+1,986
| +6% | +$233K | 2.21% | 8 |
|
|
2023
Q3 | $4.49M | Buy |
35,465
+6,580
| +23% | +$834K | 2.5% | 6 |
|
|
2023
Q2 | $3.26M | Buy |
28,885
+48
| +0.2% | +$5.42K | 1.8% | 11 |
|
|
2023
Q1 | $3.29M | Buy |
28,837
+2,229
| +8% | +$255K | 1.35% | 8 |
|
|
2022
Q4 | $3.23M | Buy |
26,608
+15,838
| +147% | +$1.92M | 1.54% | 11 |
|
|
2022
Q3 | $1.2M | Buy |
10,770
+8,410
| +356% | +$939K | 0.64% | 47 |
|
|
2022
Q2 | $226K | Buy |
2,360
+9
| +0.4% | +$862 | 0.13% | 134 |
|
|
2022
Q1 | $255K | Buy |
2,351
+701
| +42% | +$76K | 0.13% | 130 |
|
|
2021
Q4 | $128K | Buy |
1,650
+1,109
| +205% | +$86K | 0.06% | 226 |
|
|
2021
Q3 | $40K | Sell |
541
-2,217
| -80% | -$164K | 0.03% | 366 |
|
|
2021
Q2 | $209K | Buy |
2,758
+17
| +0.6% | +$1.29K | 0.14% | 140 |
|
|
2021
Q1 | $186K | Sell |
2,741
-135
| -5% | -$9.16K | 0.15% | 141 |
|
|
2020
Q4 | $149K | Buy |
+2,876
| New | +$149K | 0.14% | 153 |
|