Congress Wealth Management’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 | $4.79M | Sell |
40,225
-31,836
| -44% | -$3.79M | 0.05% | 392 |
|
|
2025
Q1 | $9.36M | Buy |
72,061
+63,723
| +764% | +$8.27M | 0.11% | 218 |
|
|
2024
Q4 | $1.01M | Buy |
8,338
+986
| +13% | +$120K | 0.01% | 517 |
|
|
2024
Q3 | $900K | Sell |
7,352
-11,555
| -61% | -$1.42M | 0.01% | 531 |
|
|
2024
Q2 | $2.41M | Sell |
18,907
-1,500
| -7% | -$191K | 0.04% | 331 |
|
|
2024
Q1 | $2.69M | Sell |
20,407
-8,720
| -30% | -$1.15M | 0.05% | 285 |
|
|
2023
Q4 | $3.42M | Buy |
29,127
+1,072
| +4% | +$126K | 0.06% | 258 |
|
|
2023
Q3 | $3.56M | Buy |
28,055
+5
| +0% | +$634 | 0.07% | 250 |
|
|
2023
Q2 | $3.17M | Buy |
28,050
+3,997
| +17% | +$451K | 0.07% | 230 |
|
|
2023
Q1 | $2.75M | Buy |
+24,053
| New | +$2.75M | 0.07% | 243 |
|
|
2022
Q4 | – | Sell |
-30,009
| Closed | -$3.05M | – | 582 |
|
|
2022
Q3 | $3.05M | Buy |
30,009
+4,061
| +16% | +$412K | 0.08% | 230 |
|
|
2022
Q2 | $2.58M | Sell |
25,948
-5,341
| -17% | -$531K | 0.07% | 255 |
|
|
2022
Q1 | $3.35M | Sell |
31,289
-3,048
| -9% | -$326K | 0.07% | 254 |
|
|
2021
Q4 | $2.67M | Buy |
+34,337
| New | +$2.67M | 0.05% | 284 |
|