Cascade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-260
| Closed | -$21.2K | – | 253 |
|
|
2019
Q4 | $21.2K | Sell |
260
-150
| -37% | -$12.2K | 0.02% | 190 |
|
|
2019
Q3 | $32K | Hold |
410
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $34.9K | Hold |
410
| – | – | 0.03% | 160 |
|
|
2019
Q1 | $36.6K | Hold |
410
| – | – | 0.03% | 150 |
|
|
2018
Q4 | $31.6K | Buy |
+410
| New | +$31.6K | 0.03% | 150 |
|