Briaud Financial Planning’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 | $18K | Hold |
155
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $20K | Hold |
155
| – | – | 0.01% | 127 |
|
|
2024
Q4 | $18K | Hold |
155
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $18K | Hold |
155
| – | – | 0.01% | 101 |
|
|
2024
Q2 | $19K | Hold |
155
| – | – | 0.01% | 92 |
|
|
2024
Q1 | $21K | Buy |
+155
| New | +$21K | 0.01% | 87 |
|
|
2023
Q4 | – | Sell |
-155
| Closed | -$19K | – | 157 |
|
|
2023
Q3 | $19K | Buy |
+155
| New | +$19K | 0.02% | 91 |
|