CWM
Cedar Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-817
| Closed | -$100K | – | 253 |
|
|
2024
Q3 | $100K | Sell |
817
-16
| -2% | -$1.96K | 0.03% | 127 |
|
|
2024
Q2 | $106K | Buy |
833
+231
| +38% | +$29.5K | 0.03% | 130 |
|
|
2024
Q1 | $79.3K | Buy |
602
+26
| +5% | +$3.42K | 0.03% | 142 |
|
|
2023
Q4 | $67.6K | Sell |
576
-207
| -26% | -$24.3K | 0.02% | 140 |
|
|
2023
Q3 | $99.2K | Sell |
783
-98
| -11% | -$12.4K | 0.04% | 128 |
|
|
2023
Q2 | $99.5K | Sell |
881
-173
| -16% | -$19.5K | 0.04% | 128 |
|
|
2023
Q1 | $120K | Sell |
1,054
-71
| -6% | -$8.11K | 0.05% | 117 |
|
|
2022
Q4 | $136K | Buy |
+1,125
| New | +$136K | 0.07% | 103 |
|