Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.4K | Sell |
566
-5,707
| -91% | -$680K | 0.02% | 283 |
|
|
2025
Q1 | $814K | Sell |
6,273
-304
| -5% | -$39.4K | 0.27% | 53 |
|
|
2024
Q4 | $798K | Sell |
6,577
-716
| -10% | -$86.9K | 0.25% | 49 |
|
|
2024
Q3 | $893K | Buy |
7,293
+149
| +2% | +$18.2K | 0.29% | 47 |
|
|
2024
Q2 | $911K | Sell |
7,144
-106
| -1% | -$13.5K | 0.3% | 44 |
|
|
2024
Q1 | $955K | Sell |
7,250
-270
| -4% | -$35.6K | 0.31% | 47 |
|
|
2023
Q4 | $882K | Sell |
7,520
-744
| -9% | -$87.3K | 0.31% | 45 |
|
|
2023
Q3 | $1.05M | Buy |
8,264
+102
| +1% | +$12.9K | 0.4% | 35 |
|
|
2023
Q2 | $921K | Hold |
8,162
| – | – | 0.34% | 40 |
|
|
2023
Q1 | $932K | Sell |
8,162
-228
| -3% | -$26K | 0.36% | 42 |
|
|
2022
Q4 | $1.02M | Buy |
8,390
+2,261
| +37% | +$274K | 0.42% | 44 |
|
|
2022
Q3 | $610K | Hold |
6,129
| – | – | 0.29% | 48 |
|
|
2022
Q2 | $610K | Buy |
6,129
+901
| +17% | +$89.7K | 0.25% | 60 |
|
|
2022
Q1 | $560K | Buy |
5,228
+2,824
| +117% | +$302K | 0.2% | 77 |
|
|
2021
Q4 | $187K | Buy |
+2,404
| New | +$187K | 0.07% | 126 |
|
|
2021
Q3 | – | Sell |
-454
| Closed | -$34K | – | 454 |
|
|
2021
Q2 | $34K | Buy |
+454
| New | +$34K | 0.01% | 260 |
|
|
2020
Q2 | – | Sell |
-765
| Closed | -$29K | – | 326 |
|
|
2020
Q1 | $29K | Buy |
765
+13
| +2% | +$493 | 0.02% | 188 |
|
|
2019
Q4 | $61K | Buy |
+752
| New | +$61K | 0.04% | 166 |
|