Crestwood Advisors Group’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 | $313K | Sell |
2,630
-981
| -27% | -$117K | 0.01% | 434 |
|
|
2025
Q1 | $468K | Hold |
3,611
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $438K | Buy |
3,611
+1,262
| +54% | +$153K | 0.01% | 321 |
|
|
2024
Q3 | $288K | Buy |
2,349
+22
| +0.9% | +$2.7K | 0.01% | 373 |
|
|
2024
Q2 | $297K | Buy |
2,327
+37
| +2% | +$4.72K | 0.01% | 351 |
|
|
2024
Q1 | $302K | Buy |
2,290
+110
| +5% | +$14.5K | 0.01% | 354 |
|
|
2023
Q4 | $256K | Sell |
2,180
-578
| -21% | -$67.8K | 0.01% | 349 |
|
|
2023
Q3 | $350K | Buy |
+2,758
| New | +$350K | 0.01% | 281 |
|