Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Hold |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $367K | Buy |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $211K | Buy |
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