Bartlett & Co 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 | $4.88K | Sell |
41
-31
| -43% | -$3.69K | ﹤0.01% | 1004 |
|
|
2025
Q1 | $9.34K | Buy |
72
+31
| +76% | +$4.02K | ﹤0.01% | 921 |
|
|
2024
Q4 | $4.97K | Hold |
41
| – | – | ﹤0.01% | 974 |
|
|
2024
Q3 | $5.06K | Hold |
41
| – | – | ﹤0.01% | 974 |
|
|
2024
Q2 | $5.27K | Hold |
41
| – | – | ﹤0.01% | 980 |
|
|
2024
Q1 | $5.4K | Hold |
41
| – | – | ﹤0.01% | 966 |
|
|
2023
Q4 | $4.83K | Hold |
41
| – | – | ﹤0.01% | 1083 |
|
|
2023
Q3 | $5.23K | Buy |
+41
| New | +$5.23K | ﹤0.01% | 986 |
|
|
2021
Q2 | – | Sell |
-28
| Closed | -$1.9K | – | 1098 |
|
|
2021
Q1 | $1.9K | Hold |
28
| – | – | ﹤0.01% | 888 |
|
|
2020
Q4 | $1.45K | Hold |
28
| – | – | ﹤0.01% | 974 |
|
|
2020
Q3 | $1.13K | Hold |
28
| – | – | ﹤0.01% | 807 |
|
|
2020
Q2 | $1.41K | Buy |
+28
| New | +$1.41K | ﹤0.01% | 801 |
|