Brandywine Oak Private Wealth’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,947
| Closed | -$729K | – | 258 |
|
|
2019
Q4 | $729K | Buy |
+8,947
| New | +$729K | 0.13% | 82 |
|
|
2019
Q3 | – | Sell |
-71,813
| Closed | -$6.11M | – | 246 |
|
|
2019
Q2 | $6.11M | Buy |
71,813
+60
| +0.1% | +$5.1K | 1.22% | 19 |
|
|
2019
Q1 | $6.41M | Buy |
71,753
+14,097
| +24% | +$1.26M | 1.34% | 20 |
|
|
2018
Q4 | $4.41M | Buy |
+57,656
| New | +$4.41M | 0.99% | 23 |
|