Colony Family Offices’s Vanguard Energy ETF VDE Stock Holding History

Colony Family Offices’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$670K	Hold
2025 Q2	$634K	Hold
2025 Q1	$690K	Sell
2024 Q4	$760K	Hold
2024 Q3	$773K	Sell
2024 Q2	$1.1M	Hold
2024 Q1	$1.13M	Hold
2023 Q4	$1.01M	Buy