Carolina Wealth Advisors’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
Q1 | – | Sell |
-10
| Closed | -$1K | – | 287 |
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 224 |
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 232 |
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 255 |
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 274 |
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 269 |
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 263 |
|
2021
Q2 | $1K | Sell |
10
-56
| -85% | -$5.6K | ﹤0.01% | 279 |
|
2021
Q1 | $4K | Buy |
66
+56
| +560% | +$3.39K | ﹤0.01% | 261 |
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 237 |
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 232 |
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 166 |
|
2020
Q1 | $0 | Sell |
10
-171
| -94% | – | ﹤0.01% | 207 |
|
2019
Q4 | $15K | Buy |
+181
| New | +$15K | 0.01% | 113 |
|