CWM
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Centricity Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Centricity Wealth Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$53.5K Hold
449
– – 0.04% 163
2025
Q1 		$58.2K Hold
449
– – 0.05% 155
2024
Q4 		$54.5K Buy
+449
New +$54.5K 0.05% 160