Avidian Wealth Enterprises’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$202K Buy
2024
Q2
Sell
2024
Q1
$204K Buy
2023
Q4
Sell
2023
Q3
$209K Sell
2023
Q2
$1.11M Sell
2023
Q1
$7.36M Sell
2022
Q4
$7.93M Buy
2022
Q3
$6.43M Sell
2022
Q2
$8.23M Buy
2022
Q1
$8.39M Buy
2021
Q4
$5.77M Buy
2021
Q3
$5.36M Buy
2021
Q2
$458K Buy
2021
Q1
$403K Hold
2020
Q4
$307K Buy