Concord Wealth Partners’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
Sell
2025
Q1
$535 Buy
2023
Q4
Sell
2023
Q3
$608 Hold
2023
Q2
$542 Sell
2023
Q1
$5.35K Buy