Aevitas 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
2022
Q4
$4.58M Buy
37,796
+1,752
+5% +$212K 2.71% 8
2022
Q3
$3.66M Buy
36,044
+267
+0.7% +$27.1K 2.75% 8
2022
Q2
$3.56M Buy
35,777
+810
+2% +$80.6K 2.41% 10
2022
Q1
$3.74M Buy
+34,967
New +$3.74M 2.29% 12