CCIA
Cherry Creek Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
21,986
-932
| -4% | -$111K | 1.23% | 22 |
|
|
2025
Q1 | $2.97M | Buy |
22,918
+183
| +0.8% | +$23.7K | 1.55% | 16 |
|
|
2024
Q4 | $2.76M | Buy |
22,735
+217
| +1% | +$26.3K | 1.36% | 22 |
|
|
2024
Q3 | $2.76M | Sell |
22,518
-3,336
| -13% | -$409K | 1.43% | 21 |
|
|
2024
Q2 | $3.3M | Buy |
25,854
+633
| +3% | +$80.8K | 1.72% | 16 |
|
|
2024
Q1 | $3.32M | Buy |
25,221
+488
| +2% | +$64.3K | 1.8% | 16 |
|
|
2023
Q4 | $2.9M | Buy |
24,733
+1,738
| +8% | +$204K | 1.77% | 16 |
|
|
2023
Q3 | $2.91M | Buy |
+22,995
| New | +$2.91M | 1.98% | 16 |
|