AdvicePeriod’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,540
| Closed | -$471K | – | 88 |
|
|
2019
Q2 | $471K | Buy |
+5,540
| New | +$471K | 0.04% | 71 |
|
|
2018
Q2 | – | Sell |
-5,235
| Closed | -$484K | – | 72 |
|
|
2018
Q1 | $484K | Sell |
5,235
-50
| -0.9% | -$4.62K | 0.08% | 57 |
|
|
2017
Q4 | $523K | Buy |
+5,285
| New | +$523K | 0.1% | 56 |
|