Compass Financial Group (South Dakota)’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
Q2 | $342K | Sell |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $809K | Buy |
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|
2022
Q4 | $852K | Buy |
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