Atlas Private Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-53
| Closed | -$4K | – | 679 |
|
|
2021
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 604 |
|
|
2021
Q2 | $4K | Sell |
53
-221
| -81% | -$16.7K | ﹤0.01% | 608 |
|
|
2021
Q1 | $19K | Sell |
274
-161
| -37% | -$11.2K | 0.01% | 390 |
|
|
2020
Q4 | $23K | Buy |
435
+1
| +0.2% | +$53 | 0.02% | 316 |
|
|
2020
Q3 | $18K | Sell |
434
-155
| -26% | -$6.43K | 0.02% | 323 |
|
|
2020
Q2 | $30K | Buy |
+589
| New | +$30K | 0.03% | 267 |
|