CIBC Private Wealth Group’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
7,288
+123
| +2% | +$14.7K | ﹤0.01% | 695 |
|
|
2025
Q1 | $759K | Buy |
7,165
+56
| +0.8% | +$5.93K | ﹤0.01% | 704 |
|
|
2024
Q4 | $885K | Buy |
7,109
+5,685
| +399% | +$708K | ﹤0.01% | 722 |
|
|
2024
Q3 | $174K | Hold |
1,424
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q2 | $179K | Buy |
1,424
+120
| +9% | +$15.1K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $173K | Sell |
1,304
-1,231
| -49% | -$163K | ﹤0.01% | 1185 |
|
|
2023
Q4 | $297K | Buy |
2,535
+712
| +39% | +$83.5K | ﹤0.01% | 936 |
|
|
2023
Q3 | $231K | Buy |
+1,823
| New | +$231K | ﹤0.01% | 961 |
|
|
2022
Q4 | – | Sell |
-3,094
| Closed | -$314K | – | 947 |
|
|
2022
Q3 | $314K | Sell |
3,094
-170
| -5% | -$17.3K | ﹤0.01% | 780 |
|
|
2022
Q2 | $324K | Hold |
3,264
| – | – | ﹤0.01% | 785 |
|
|
2022
Q1 | $349K | Buy |
3,264
+385
| +13% | +$41.2K | ﹤0.01% | 822 |
|
|
2021
Q4 | $223K | Hold |
2,879
| – | – | ﹤0.01% | 948 |
|
|
2021
Q3 | $213K | Sell |
2,879
-24
| -0.8% | -$1.78K | ﹤0.01% | 887 |
|
|
2021
Q2 | $220K | Buy |
+2,903
| New | +$220K | ﹤0.01% | 980 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$16K | – | 1702 |
|
|
2018
Q2 | $16K | Hold |
150
| – | – | ﹤0.01% | 1465 |
|
|
2018
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 1462 |
|
|
2017
Q4 | $15K | Buy |
+150
| New | +$15K | ﹤0.01% | 1461 |
|