Denver PWM’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,074
| Closed | -$279K | – | 74 |
|
2018
Q3 | $279K | Buy |
+3,074
| New | +$279K | 0.21% | 53 |
|
2018
Q1 | $326K | Buy |
3,068
+79
| +3% | +$8.39K | 0.29% | 39 |
|
2017
Q4 | $277K | Buy |
2,989
+18
| +0.6% | +$1.67K | 0.21% | 50 |
|
2017
Q3 | $284K | Buy |
+2,971
| New | +$284K | 0.22% | 52 |
|