Destiny Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-83,456
| Closed | -$10.6M | – | 173 |
|
|
2023
Q3 | $10.6M | Buy |
+83,456
| New | +$10.6M | 2.13% | 15 |
|
|
2023
Q1 | – | Sell |
-97,838
| Closed | -$11.9M | – | 630 |
|
|
2022
Q4 | $11.9M | Sell |
97,838
-442
| -0.4% | -$53.6K | 2.57% | 7 |
|
|
2022
Q3 | $9.98M | Buy |
98,280
+97,107
| +8,279% | +$9.86M | 2.24% | 9 |
|
|
2022
Q2 | $117K | Hold |
1,173
| – | – | 0.03% | 226 |
|
|
2022
Q1 | $126K | Hold |
1,173
| – | – | 0.02% | 200 |
|
|
2021
Q4 | $91K | Sell |
1,173
-103
| -8% | -$7.99K | 0.02% | 238 |
|
|
2021
Q3 | $94K | Buy |
+1,276
| New | +$94K | 0.02% | 218 |
|
|
2021
Q2 | – | Sell |
-1,317
| Closed | -$90K | – | 503 |
|
|
2021
Q1 | $90K | Sell |
1,317
-88
| -6% | -$6.01K | 0.02% | 210 |
|
|
2020
Q4 | $73K | Buy |
+1,405
| New | +$73K | 0.02% | 257 |
|