Caliber Wealth Management (Utah)’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,834
| Closed | -$209K | – | 64 |
|
|
2023
Q1 | $209K | Sell |
1,834
-16,807
| -90% | -$1.92M | 0.16% | 56 |
|
|
2022
Q4 | $2.26M | Sell |
18,641
-13,316
| -42% | -$1.61M | 1.73% | 13 |
|
|
2022
Q3 | $3.25M | Buy |
31,957
+534
| +2% | +$54.2K | 2.56% | 9 |
|
|
2022
Q2 | $3.13M | Buy |
31,423
+1,656
| +6% | +$165K | 2.43% | 9 |
|
|
2022
Q1 | $3.19M | Buy |
29,767
+5,876
| +25% | +$629K | 2.03% | 12 |
|
|
2021
Q4 | $2.15M | Buy |
+23,891
| New | +$2.15M | 1.49% | 30 |
|