Dixon Hubard Feinour & Brown’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
Q2 | $8.4M | Sell |
84,469
-1,367
| -2% | -$136K | 1% | 32 |
|
2022
Q1 | $9.19M | Buy |
+85,836
| New | +$9.19M | 0.92% | 35 |
|
2017
Q1 | – | Sell |
-10,560
| Closed | -$1.11M | – | 186 |
|
2016
Q4 | $1.11M | Buy |
10,560
+500
| +5% | +$52.3K | 0.35% | 78 |
|
2016
Q3 | $983K | Hold |
10,060
| – | – | 0.3% | 85 |
|
2016
Q2 | $957K | Buy |
+10,060
| New | +$957K | 0.31% | 89 |
|
2014
Q4 | – | Sell |
-6,735
| Closed | -$883K | – | 205 |
|
2014
Q3 | $883K | Hold |
6,735
| – | – | 0.29% | 90 |
|
2014
Q2 | $970K | Buy |
+6,735
| New | +$970K | 0.32% | 80 |
|