Boston Family Office’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 | $425K | Buy |
3,571
+614
| +21% | +$73.1K | 0.03% | 217 |
|
|
2025
Q1 | $384K | Buy |
2,957
+97
| +3% | +$12.6K | 0.03% | 218 |
|
|
2024
Q4 | $347K | Buy |
2,860
+1,101
| +63% | +$134K | 0.02% | 226 |
|
|
2024
Q3 | $215K | Hold |
1,759
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $224K | Hold |
1,759
| – | – | 0.02% | 245 |
|
|
2024
Q1 | $232K | Buy |
+1,759
| New | +$232K | 0.02% | 240 |
|
|
2023
Q4 | – | Sell |
-1,699
| Closed | -$215K | – | 262 |
|
|
2023
Q3 | $215K | Buy |
+1,699
| New | +$215K | 0.02% | 239 |
|
|
2018
Q4 | – | Sell |
-2,665
| Closed | -$280K | – | 265 |
|
|
2018
Q3 | $280K | Buy |
2,665
+685
| +35% | +$72K | 0.03% | 238 |
|
|
2018
Q2 | $208K | Buy |
+1,980
| New | +$208K | 0.02% | 253 |
|