BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.69K | Hold |
15
| – | – | ﹤0.01% | 872 |
|
|
2023
Q1 | $1.71K | Hold |
15
| – | – | ﹤0.01% | 917 |
|
|
2022
Q4 | $1.82K | Hold |
15
| – | – | ﹤0.01% | 875 |
|
|
2022
Q3 | $2K | Sell |
15
-9
| -38% | -$1.2K | ﹤0.01% | 941 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 920 |
|
|
2022
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 907 |
|
|
2021
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 962 |
|
|
2021
Q3 | $2K | Buy |
24
+9
| +60% | +$750 | ﹤0.01% | 962 |
|
|
2021
Q2 | $1K | Sell |
15
-41
| -73% | -$2.73K | ﹤0.01% | 1079 |
|
|
2021
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 901 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$7K | – | 656 |
|
|
2019
Q2 | $7K | Sell |
80
-440
| -85% | -$38.5K | ﹤0.01% | 472 |
|
|
2019
Q1 | $46K | Buy |
+520
| New | +$46K | 0.01% | 292 |
|