CWM
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Copia Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Copia Wealth Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.7K Buy
107
+24
+29% +$2.86K 0.01% 272
2025
Q1 		$10.8K Sell
83
-243
-75% -$31.5K 0.01% 267
2024
Q4 		$39.5K Buy
+326
New +$39.5K 0.04% 159