Certified Advisory Corp’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 | $414K | Hold |
3,472
| – | – | 0.04% | 218 |
|
|
2025
Q1 | $450K | Sell |
3,472
-50
| -1% | -$6.49K | 0.05% | 200 |
|
|
2024
Q4 | $427K | Hold |
3,522
| – | – | 0.05% | 210 |
|
|
2024
Q3 | $431K | Hold |
3,522
| – | – | 0.05% | 207 |
|
|
2024
Q2 | $449K | Buy |
3,522
+539
| +18% | +$68.8K | 0.06% | 193 |
|
|
2024
Q1 | $393K | Hold |
2,983
| – | – | 0.05% | 194 |
|
|
2023
Q4 | $350K | Hold |
2,983
| – | – | 0.05% | 199 |
|
|
2023
Q3 | $378K | Hold |
2,983
| – | – | 0.07% | 168 |
|
|
2023
Q2 | $337K | Hold |
2,983
| – | – | 0.06% | 176 |
|
|
2023
Q1 | $341K | Hold |
2,983
| – | – | 0.06% | 187 |
|
|
2022
Q4 | $362K | Hold |
2,983
| – | – | 0.07% | 177 |
|
|
2022
Q3 | $303K | Buy |
+2,983
| New | +$303K | 0.07% | 179 |
|
|
2021
Q2 | – | Sell |
-61
| Closed | -$4K | – | 719 |
|
|
2021
Q1 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 698 |
|
|
2020
Q2 | $33K | Buy |
661
+617
| +1,402% | +$30.8K | 0.01% | 362 |
|
|
2020
Q1 | $2K | Buy |
44
+7
| +19% | +$318 | ﹤0.01% | 718 |
|
|
2019
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 714 |
|
|
2019
Q3 | $3K | Sell |
37
-67
| -64% | -$5.43K | ﹤0.01% | 716 |
|
|
2019
Q2 | $9K | Buy |
104
+67
| +181% | +$5.8K | ﹤0.01% | 603 |
|
|
2019
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 679 |
|
|
2018
Q4 | $3K | Sell |
37
-252
| -87% | -$20.4K | ﹤0.01% | 673 |
|
|
2018
Q3 | $30K | Sell |
289
-40
| -12% | -$4.15K | 0.01% | 372 |
|
|
2018
Q2 | $35K | Buy |
329
+292
| +789% | +$31.1K | 0.02% | 331 |
|
|
2018
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 657 |
|
|
2017
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 620 |
|