Clarus Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-371
| Closed | -$32K | – | 525 |
|
|
2019
Q2 | $32K | Hold |
371
| – | – | 0.02% | 318 |
|
|
2019
Q1 | $33K | Buy |
371
+3
| +0.8% | +$267 | 0.02% | 348 |
|
|
2018
Q4 | $28K | Buy |
368
+2
| +0.5% | +$152 | 0.04% | 350 |
|
|
2018
Q3 | $38K | Sell |
366
-202
| -36% | -$21K | 0.02% | 338 |
|
|
2018
Q2 | $52K | Buy |
+568
| New | +$52K | 0.04% | 281 |
|