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Avantax Planning Partners’s Vanguard Energy ETF VDE Stock Holding History

Avantax Planning Partners’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
2,495
-270
-10% -$32.2K 0.01% 354
2025
Q1 		$359K Buy
2,765
+1,096
+66% +$142K 0.01% 308
2024
Q4 		$202K Buy
+1,669
New +$202K 0.01% 415