Crown Wealth 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
2022
Q3
Sell
-24,266
Closed -$2.41M 72
2022
Q2
$2.41M Buy
24,266
+2,612
+12% +$260K 2.19% 11
2022
Q1
$2.32M Buy
21,654
+1,355
+7% +$145K 1.61% 15
2021
Q4
$1.58M Buy
+20,299
New +$1.58M 1.46% 17