Curran Financial Partners’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 | $1.74M | Buy |
14,604
+2,164
| +17% | +$258K | 0.38% | 49 |
|
|
2025
Q1 | $1.61M | Buy |
+12,440
| New | +$1.61M | 0.4% | 40 |
|
|
2024
Q3 | – | Sell |
-13,640
| Closed | -$1.74M | – | 93 |
|
|
2024
Q2 | $1.74M | Sell |
13,640
-108
| -0.8% | -$13.8K | 0.58% | 37 |
|
|
2024
Q1 | $1.81M | Buy |
+13,748
| New | +$1.81M | 0.63% | 35 |
|
|
2023
Q4 | – | Sell |
-13,457
| Closed | -$1.71M | – | 79 |
|
|
2023
Q3 | $1.71M | Buy |
+13,457
| New | +$1.71M | 0.74% | 32 |
|
|
2023
Q1 | – | Sell |
-18,139
| Closed | -$2.2M | – | 73 |
|
|
2022
Q4 | $2.2M | Buy |
+18,139
| New | +$2.2M | 1.06% | 29 |
|
|
2022
Q2 | – | Sell |
-24,194
| Closed | -$2.59M | – | 70 |
|
|
2022
Q1 | $2.59M | Buy |
+24,194
| New | +$2.59M | 1.06% | 28 |
|
|
2021
Q4 | – | Sell |
-27,547
| Closed | -$2.04M | – | 81 |
|
|
2021
Q3 | $2.04M | Buy |
27,547
+1,919
| +7% | +$142K | 1.04% | 26 |
|
|
2021
Q2 | $1.95M | Buy |
25,628
+4,168
| +19% | +$316K | 1.07% | 24 |
|
|
2021
Q1 | $1.46M | Sell |
21,460
-2,631
| -11% | -$179K | 1.05% | 26 |
|
|
2020
Q4 | $1.25M | Buy |
+24,091
| New | +$1.25M | 1.07% | 27 |
|