Atria Wealth Solutions’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
33,599
-21,177
| -39% | -$2.55M | 0.09% | 252 |
|
|
2025
Q1 | $7.1M | Sell |
54,776
-12,371
| -18% | -$1.6M | 0.09% | 247 |
|
|
2024
Q4 | $8.15M | Sell |
67,147
-516
| -0.8% | -$62.6K | 0.09% | 232 |
|
|
2024
Q3 | $8.34M | Sell |
67,663
-37,361
| -36% | -$4.6M | 0.09% | 231 |
|
|
2024
Q2 | $13.5M | Sell |
105,024
-3,158
| -3% | -$405K | 0.15% | 143 |
|
|
2024
Q1 | $14.2M | Buy |
108,182
+1,515
| +1% | +$200K | 0.16% | 142 |
|
|
2023
Q4 | $12.5M | Sell |
106,667
-926
| -0.9% | -$109K | 0.16% | 144 |
|
|
2023
Q3 | $13.7M | Buy |
107,593
+75,124
| +231% | +$9.57M | 0.19% | 116 |
|
|
2023
Q2 | $3.68M | Sell |
32,469
-10,285
| -24% | -$1.17M | 0.05% | 370 |
|
|
2023
Q1 | $4.88M | Sell |
42,754
-20,469
| -32% | -$2.34M | 0.07% | 274 |
|
|
2022
Q4 | $7.67M | Buy |
63,223
+30,590
| +94% | +$3.71M | 0.12% | 179 |
|
|
2022
Q3 | $3.34M | Sell |
32,633
-32,229
| -50% | -$3.3M | 0.06% | 324 |
|
|
2022
Q2 | $6.45M | Sell |
64,862
-50,046
| -44% | -$4.98M | 0.12% | 171 |
|
|
2022
Q1 | $12.3M | Buy |
+114,908
| New | +$12.3M | 0.2% | 109 |
|