Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$285K | – | 360 |
|
|
2019
Q4 | $285K | Sell |
3,500
-265
| -7% | -$21.6K | 0.03% | 227 |
|
|
2019
Q3 | $294K | Sell |
3,765
-300
| -7% | -$23.4K | 0.04% | 219 |
|
|
2019
Q2 | $346K | Sell |
4,065
-40
| -1% | -$3.41K | 0.05% | 201 |
|
|
2019
Q1 | $367K | Sell |
4,105
-355
| -8% | -$31.7K | 0.06% | 195 |
|
|
2018
Q4 | $344K | Sell |
4,460
-72
| -2% | -$5.55K | 0.07% | 187 |
|
|
2018
Q3 | $476K | Buy |
+4,532
| New | +$476K | 0.09% | 161 |
|