Concord Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$535 | – | 901 |
|
|
2025
Q1 | $535 | Buy |
+4
| New | +$535 | ﹤0.01% | 754 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$608 | – | 1027 |
|
|
2023
Q3 | $608 | Hold |
5
| – | – | ﹤0.01% | 973 |
|
|
2023
Q2 | $542 | Sell |
5
-42
| -89% | -$4.55K | ﹤0.01% | 989 |
|
|
2023
Q1 | $5.35K | Buy |
+47
| New | +$5.35K | ﹤0.01% | 661 |
|