Concurrent Investment Advisors’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 | $2.74M | Buy |
22,974
+641
| +3% | +$76.4K | 0.05% | 354 |
|
|
2025
Q1 | $2.9M | Sell |
22,333
-1,027
| -4% | -$133K | 0.07% | 288 |
|
|
2024
Q4 | $2.83M | Buy |
23,360
+481
| +2% | +$58.4K | 0.08% | 255 |
|
|
2024
Q3 | $2.8M | Buy |
22,879
+6,598
| +41% | +$808K | 0.08% | 232 |
|
|
2024
Q2 | $2.08M | Sell |
16,281
-2,260
| -12% | -$288K | 0.07% | 265 |
|
|
2024
Q1 | $2.44M | Sell |
18,541
-3,777
| -17% | -$497K | 0.1% | 209 |
|
|
2023
Q4 | $2.62M | Buy |
+22,318
| New | +$2.62M | 0.12% | 183 |
|