Center for Financial Planning’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 | $654K | Hold |
5,494
| – | – | 0.08% | 86 |
|
|
2025
Q1 | $713K | Hold |
5,494
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $666K | Buy |
5,494
+387
| +8% | +$46.9K | 0.09% | 78 |
|
|
2024
Q3 | $625K | Buy |
5,107
+161
| +3% | +$19.7K | 0.08% | 80 |
|
|
2024
Q2 | $631K | Buy |
4,946
+39
| +0.8% | +$4.98K | 0.09% | 80 |
|
|
2024
Q1 | $646K | Hold |
4,907
| – | – | 0.1% | 75 |
|
|
2023
Q4 | $575K | Sell |
4,907
-500
| -9% | -$58.6K | 0.11% | 73 |
|
|
2023
Q3 | $685K | Hold |
5,407
| – | – | 0.15% | 64 |
|
|
2023
Q2 | $610K | Hold |
5,407
| – | – | 0.13% | 70 |
|
|
2023
Q1 | $618K | Hold |
5,407
| – | – | 0.14% | 67 |
|
|
2022
Q4 | $656K | Sell |
5,407
-753
| -12% | -$91.3K | 0.16% | 61 |
|
|
2022
Q3 | $626K | Hold |
6,160
| – | – | 0.17% | 63 |
|
|
2022
Q2 | $613K | Hold |
6,160
| – | – | 0.16% | 67 |
|
|
2022
Q1 | $659K | Sell |
6,160
-235
| -4% | -$25.1K | 0.14% | 73 |
|
|
2021
Q4 | $496K | Hold |
6,395
| – | – | 0.1% | 83 |
|
|
2021
Q3 | $473K | Buy |
6,395
+225
| +4% | +$16.6K | 0.12% | 82 |
|
|
2021
Q2 | $468K | Hold |
6,170
| – | – | 0.12% | 81 |
|
|
2021
Q1 | $420K | Hold |
6,170
| – | – | 0.11% | 81 |
|
|
2020
Q4 | $320K | Buy |
6,170
+940
| +18% | +$48.8K | 0.09% | 92 |
|
|
2020
Q3 | $211K | Sell |
5,230
-72
| -1% | -$2.91K | 0.07% | 110 |
|
|
2020
Q2 | $267K | Sell |
5,302
-1,418
| -21% | -$71.4K | 0.09% | 92 |
|
|
2020
Q1 | $257K | Buy |
+6,720
| New | +$257K | 0.09% | 93 |
|