Bragg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,016
-742
| -27% | -$88.4K | 0.01% | 328 |
|
|
2025
Q1 | $358K | Hold |
2,758
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $335K | Buy |
2,758
+516
| +23% | +$62.6K | 0.01% | 288 |
|
|
2024
Q3 | $275K | Sell |
2,242
-99
| -4% | -$12.1K | 0.01% | 293 |
|
|
2024
Q2 | $299K | Sell |
2,341
-16
| -0.7% | -$2.04K | 0.01% | 281 |
|
|
2024
Q1 | $310K | Buy |
2,357
+30
| +1% | +$3.95K | 0.01% | 280 |
|
|
2023
Q4 | $273K | Sell |
2,327
-569
| -20% | -$66.7K | 0.01% | 291 |
|
|
2023
Q3 | $367K | Buy |
2,896
+84
| +3% | +$10.6K | 0.02% | 260 |
|
|
2023
Q2 | $317K | Hold |
2,812
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $321K | Buy |
2,812
+123
| +5% | +$14.1K | 0.02% | 271 |
|
|
2022
Q4 | $326K | Buy |
2,689
+3
| +0.1% | +$364 | 0.02% | 264 |
|
|
2022
Q3 | $273K | Sell |
2,686
-15
| -0.6% | -$1.53K | 0.02% | 267 |
|
|
2022
Q2 | $269K | Buy |
2,701
+1
| +0% | +$100 | 0.02% | 274 |
|
|
2022
Q1 | $289K | Sell |
2,700
-63
| -2% | -$6.74K | 0.02% | 280 |
|
|
2021
Q4 | $204K | Hold |
2,763
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $204K | Sell |
2,763
-19
| -0.7% | -$1.4K | 0.01% | 293 |
|
|
2021
Q2 | $211K | Buy |
+2,782
| New | +$211K | 0.01% | 296 |
|