AIFAIM
American Institute for Advanced Investment Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
8,951
-1,939
| -18% | -$231K | 0.75% | 36 |
|
|
2025
Q1 | $1.41M | Sell |
10,890
-379
| -3% | -$49.2K | 1.08% | 24 |
|
|
2024
Q4 | $1.37M | Sell |
11,269
-232
| -2% | -$28.1K | 1.02% | 29 |
|
|
2024
Q3 | $1.41M | Sell |
11,501
-54
| -0.5% | -$6.61K | 1.01% | 27 |
|
|
2024
Q2 | $1.47M | Buy |
11,555
+1,175
| +11% | +$150K | 1.13% | 19 |
|
|
2024
Q1 | $1.37M | Buy |
10,380
+1,121
| +12% | +$148K | 1.08% | 22 |
|
|
2023
Q4 | $1.09M | Buy |
9,259
+94
| +1% | +$11K | 0.96% | 29 |
|
|
2023
Q3 | $1.19M | Sell |
9,165
-532
| -5% | -$68.9K | 1.1% | 23 |
|
|
2023
Q2 | $1.09M | Sell |
9,697
-509
| -5% | -$57.5K | 0.96% | 29 |
|
|
2023
Q1 | $1.11M | Sell |
10,206
-964
| -9% | -$105K | 1.19% | 23 |
|
|
2022
Q4 | $1.35M | Buy |
11,170
+439
| +4% | +$53.2K | 1.24% | 23 |
|
|
2022
Q3 | $1.09M | Buy |
10,731
+1,305
| +14% | +$133K | 1.02% | 33 |
|
|
2022
Q2 | $938K | Buy |
9,426
+595
| +7% | +$59.2K | 0.82% | 38 |
|
|
2022
Q1 | $945K | Buy |
8,831
+5,515
| +166% | +$590K | 0.69% | 47 |
|
|
2021
Q4 | $257K | Buy |
+3,316
| New | +$257K | 0.17% | 108 |
|