Concurrent Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

Concurrent Investment Advisors’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	$3.13M	Buy
2025 Q2	$2.74M	Buy
2025 Q1	$2.9M	Sell
2024 Q4	$2.83M	Buy
2024 Q3	$2.8M	Buy
2024 Q2	$2.08M	Sell
2024 Q1	$2.44M	Sell
2023 Q4	$2.62M	Buy