BSW Wealth Partners’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 | $351K | Hold |
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|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $391K | Hold |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $262K | Buy |
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