Axxcess Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
3,812
-14
-0.4% -$1.67K 0.01% 613
2025
Q1
$496K Sell
3,826
-1,143
-23% -$148K 0.01% 557
2024
Q4
$603K Buy
4,969
+339
+7% +$41.1K 0.01% 501
2024
Q3
$567K Buy
4,630
+39
+0.8% +$4.78K 0.01% 519
2024
Q2
$586K Buy
+4,591
New +$586K 0.02% 493