Avantax Advisory Services’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 | $6.13M | Sell |
51,463
-1,363
| -3% | -$162K | 0.03% | 387 |
|
|
2025
Q1 | $6.85M | Sell |
52,826
-1,191
| -2% | -$154K | 0.04% | 329 |
|
|
2024
Q4 | $6.55M | Sell |
54,017
-968
| -2% | -$117K | 0.04% | 324 |
|
|
2024
Q3 | $6.73M | Sell |
54,985
-6,178
| -10% | -$757K | 0.04% | 322 |
|
|
2024
Q2 | $7.8M | Sell |
61,163
-1,871
| -3% | -$239K | 0.06% | 261 |
|
|
2024
Q1 | $8.3M | Buy |
63,034
+7,220
| +13% | +$951K | 0.07% | 210 |
|
|
2023
Q4 | $6.55M | Sell |
55,814
-12,086
| -18% | -$1.42M | 0.07% | 230 |
|
|
2023
Q3 | $8.61M | Buy |
67,900
+16,961
| +33% | +$2.15M | 0.1% | 166 |
|
|
2023
Q2 | $5.75M | Sell |
50,939
-1,806
| -3% | -$204K | 0.07% | 219 |
|
|
2023
Q1 | $6.03M | Sell |
52,745
-11,603
| -18% | -$1.33M | 0.07% | 209 |
|
|
2022
Q4 | $7.8M | Buy |
64,348
+1,320
| +2% | +$160K | 0.1% | 160 |
|
|
2022
Q3 | $6.4M | Sell |
63,028
-16,508
| -21% | -$1.68M | 0.1% | 163 |
|
|
2022
Q2 | $7.91M | Buy |
79,536
+4,491
| +6% | +$447K | 0.12% | 142 |
|
|
2022
Q1 | $8.03M | Sell |
75,045
-987
| -1% | -$106K | 0.11% | 135 |
|
|
2021
Q4 | $5.9M | Buy |
76,032
+5,493
| +8% | +$426K | 0.09% | 169 |
|
|
2021
Q3 | $5.21M | Buy |
70,539
+504
| +0.7% | +$37.2K | 0.09% | 172 |
|
|
2021
Q2 | $5.31M | Buy |
70,035
+7,984
| +13% | +$606K | 0.1% | 164 |
|
|
2021
Q1 | $4.22M | Buy |
62,051
+20,658
| +50% | +$1.41M | 0.09% | 173 |
|
|
2020
Q4 | $2.15M | Sell |
41,393
-13,096
| -24% | -$680K | 0.05% | 259 |
|
|
2020
Q3 | $2.18M | Buy |
54,489
+39,960
| +275% | +$1.6M | 0.03% | 350 |
|
|
2020
Q2 | $734K | Buy |
14,529
+448
| +3% | +$22.6K | 0.02% | 397 |
|
|
2020
Q1 | $542K | Buy |
14,081
+5,752
| +69% | +$221K | 0.02% | 420 |
|
|
2019
Q4 | $679K | Buy |
8,329
+97
| +1% | +$7.91K | 0.02% | 408 |
|
|
2019
Q3 | $640K | Buy |
8,232
+703
| +9% | +$54.7K | 0.03% | 282 |
|
|
2019
Q2 | $640K | Buy |
7,529
+1,336
| +22% | +$114K | 0.03% | 258 |
|
|
2019
Q1 | $554K | Buy |
6,193
+489
| +9% | +$43.7K | 0.03% | 262 |
|
|
2018
Q4 | $435K | Buy |
+5,704
| New | +$435K | 0.07% | 241 |
|