BSW Wealth Partners’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 | $332K | Hold |
2,789
| – | – | 0.05% | 226 |
|
|
2025
Q1 | $362K | Hold |
2,789
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $338K | Hold |
2,789
| – | – | 0.05% | 213 |
|
|
2024
Q3 | $342K | Hold |
2,789
| – | – | 0.05% | 204 |
|
|
2024
Q2 | $356K | Hold |
2,789
| – | – | 0.06% | 182 |
|
|
2024
Q1 | $367K | Hold |
2,789
| – | – | 0.06% | 181 |
|
|
2023
Q4 | $327K | Hold |
2,789
| – | – | 0.06% | 188 |
|
|
2023
Q3 | $353K | Hold |
2,789
| – | – | 0.08% | 146 |
|
|
2023
Q2 | $315K | Hold |
2,789
| – | – | 0.07% | 178 |
|
|
2023
Q1 | $319K | Hold |
2,789
| – | – | 0.07% | 206 |
|
|
2022
Q4 | $338K | Sell |
2,789
-1,057
| -27% | -$128K | 0.07% | 192 |
|
|
2022
Q3 | $391K | Hold |
3,846
| – | – | 0.1% | 142 |
|
|
2022
Q2 | $383K | Hold |
3,846
| – | – | 0.09% | 151 |
|
|
2022
Q1 | $412K | Hold |
3,846
| – | – | 0.1% | 155 |
|
|
2021
Q4 | $298K | Hold |
3,846
| – | – | 0.07% | 198 |
|
|
2021
Q3 | $284K | Hold |
3,846
| – | – | 0.08% | 193 |
|
|
2021
Q2 | $292K | Hold |
3,846
| – | – | 0.08% | 178 |
|
|
2021
Q1 | $262K | Buy |
+3,846
| New | +$262K | 0.08% | 165 |
|