Belpointe Asset Management’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
2026 Q1	$228K	Buy	+1,317	New	+$199K	0.01%	961
2023 Q2	–	Sell	-1,195	Closed	-$136K	–	3274
2023 Q1	$136K	Sell	1,195 -3,495	-75%	-$414K	0.01%	1134
2022 Q4	$569K	Sell	4,690 -958	-17%	-$117K	0.03%	480
2022 Q3	$574K	Buy	5,648 +3,333	+144%	+$355K	0.04%	453
2022 Q2	$230K	Buy	2,315 +382	+20%	+$42.7K	0.02%	773
2022 Q1	$208K	Sell	1,933 -314	-14%	-$30.2K	0.01%	888
2021 Q4	$175K	Sell	2,247 -540	-19%	-$43K	0.01%	948
2021 Q3	$206K	Buy	2,787 +34	+1%	+$2.37K	0.01%	846
2021 Q2	$210K	Sell	2,753 -1,071	-28%	-$77.6K	0.02%	820
2021 Q1	$261K	Buy	3,824 +13	+0.3%	+$831	0.02%	647
2020 Q4	$197K	Sell	3,811 -325	-8%	-$15.2K	0.02%	696
2020 Q3	$167K	Buy	4,136 +194	+5%	+$9.23K	0.02%	606
2020 Q2	$198K	Buy	+3,942	New	+$194K	0.03%	528
2018 Q4	–	Sell	-1,858	Closed	-$195K	–	636
2018 Q3	$195K	Buy	+1,858	New	+$193K	0.03%	458
2018 Q1	–	Sell	-2,793	Closed	-$276K	–	484
2017 Q4	$276K	Buy	+2,793	New	+$263K	0.06%	357