Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $411K | Buy |
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|
2025
Q2 | $345K | Buy |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $146K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $119K | Hold |
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|
2022
Q1 | $128K | Hold |
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|
2021
Q4 | $93K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $53K | Buy |
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