Birchcreek 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 | $609K | Buy |
5,116
+215
| +4% | +$25.6K | 0.35% | 54 |
|
|
2025
Q1 | $636K | Sell |
4,901
-100
| -2% | -$13K | 0.4% | 47 |
|
|
2024
Q4 | $607K | Buy |
5,001
+680
| +16% | +$82.5K | 0.38% | 48 |
|
|
2024
Q3 | $529K | Sell |
4,321
-81
| -2% | -$9.92K | 0.35% | 54 |
|
|
2024
Q2 | $562K | Sell |
4,402
-244
| -5% | -$31.1K | 0.32% | 72 |
|
|
2024
Q1 | $612K | Sell |
4,646
-685
| -13% | -$90.2K | 0.32% | 71 |
|
|
2023
Q4 | $625K | Buy |
5,331
+576
| +12% | +$67.6K | 0.37% | 67 |
|
|
2023
Q3 | $603K | Hold |
4,755
| – | – | 0.41% | 62 |
|
|
2023
Q2 | $537K | Buy |
4,755
+299
| +7% | +$33.8K | 0.37% | 69 |
|
|
2023
Q1 | $509K | Buy |
4,456
+91
| +2% | +$10.4K | 0.4% | 64 |
|
|
2022
Q4 | $529K | Buy |
4,365
+224
| +5% | +$27.2K | 0.47% | 62 |
|
|
2022
Q3 | $421K | Buy |
4,141
+57
| +1% | +$5.8K | 0.39% | 67 |
|
|
2022
Q2 | $406K | Sell |
4,084
-51
| -1% | -$5.07K | 0.36% | 64 |
|
|
2022
Q1 | $443K | Buy |
4,135
+510
| +14% | +$54.6K | 0.39% | 60 |
|
|
2021
Q4 | $281K | Sell |
3,625
-760
| -17% | -$58.9K | 0.25% | 91 |
|
|
2021
Q3 | $324K | Sell |
4,385
-77
| -2% | -$5.69K | 0.3% | 73 |
|
|
2021
Q2 | $339K | Sell |
4,462
-466
| -9% | -$35.4K | 0.33% | 69 |
|
|
2021
Q1 | $335K | Sell |
4,928
-3,517
| -42% | -$239K | 0.35% | 68 |
|
|
2020
Q4 | $437K | Buy |
+8,445
| New | +$437K | 0.43% | 57 |
|