CBIZ Investment Advisory Services’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 | $99.1K | Buy |
832
+4
| +0.5% | +$476 | ﹤0.01% | 81 |
|
|
2025
Q1 | $107K | Sell |
828
-130
| -14% | -$16.9K | 0.01% | 73 |
|
|
2024
Q4 | $116K | Sell |
958
-19
| -2% | -$2.31K | 0.01% | 67 |
|
|
2024
Q3 | $121K | Buy |
977
+3
| +0.3% | +$371 | 0.01% | 63 |
|
|
2024
Q2 | $125K | Hold |
974
| – | – | 0.01% | 60 |
|
|
2024
Q1 | $128K | Buy |
+974
| New | +$128K | 0.01% | 60 |
|