Carson Wealth (CWM LLC)’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 | $1.39M | Buy |
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|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $84K | Sell |
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|
2024
Q1 | $87K | Sell |
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|
2023
Q4 | $78K | Sell |
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|
2023
Q3 | $194K | Buy |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $347K | Hold |
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|
2020
Q1 | $347K | Hold |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $347K | Hold |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $170K | Buy |
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|
2018
Q2 | $40K | Sell |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $136K | Hold |
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|
2017
Q3 | $128K | Hold |
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|
2017
Q2 | $121K | Buy |
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|
2017
Q1 | $127K | Hold |
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|
2016
Q4 | $138K | Sell |
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|
2016
Q3 | $133K | Hold |
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|
2016
Q2 | $129K | Buy |
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|
2016
Q1 | $116K | Buy |
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|
2015
Q4 | $25K | Hold |
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|
2015
Q3 | $25K | Buy |
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