Clear Perspective Advisors’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$224K Buy
2020
Q1
Sell
2019
Q4
$372K Sell
2019
Q3
$790K Buy
2019
Q2
$434K Sell
2019
Q1
$490K Sell
2018
Q4
$1M Sell
2018
Q3
$1.66M Buy
2018
Q2
$1.55M Sell
2018
Q1
$1.42M Buy
2017
Q4
$1.35M Buy
2017
Q3
$980K Sell
2017
Q2
$1.39M Buy
2017
Q1
$1.13M Buy
2016
Q4
$958K Buy