BBJS Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $22.2K | Buy |
181
+1
| +0.6% | +$122 | 0.01% | 96 |
|
|
2024
Q2 | $23K | Buy |
180
+140
| +350% | +$17.9K | 0.01% | 95 |
|
|
2024
Q1 | $5.27K | Hold |
40
| – | – | ﹤0.01% | 114 |
|
|
2023
Q4 | $4.69K | Sell |
40
-185
| -82% | -$21.7K | ﹤0.01% | 103 |
|
|
2023
Q3 | $28.5K | Sell |
225
-60
| -21% | -$7.61K | 0.01% | 76 |
|
|
2023
Q2 | $32.2K | Sell |
285
-2
| -0.7% | -$226 | 0.01% | 74 |
|
|
2023
Q1 | $32.7K | Sell |
287
-152
| -35% | -$17.3K | 0.01% | 72 |
|
|
2022
Q4 | $53.2K | Buy |
+439
| New | +$53.2K | 0.02% | 70 |
|