Doyle Wealth Management’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
$1.8M Sell
17,743
-36
-0.2% -$3.66K 0.15% 84
2022
Q2
$1.77M Sell
17,779
-718
-4% -$71.4K 0.14% 87
2022
Q1
$1.98M Buy
18,497
+74
+0.4% +$7.92K 0.14% 83
2021
Q4
$1.43M Buy
18,423
+145
+0.8% +$11.3K 0.1% 95
2021
Q3
$1.35M Sell
18,278
-257
-1% -$19K 0.11% 94
2021
Q2
$1.41M Buy
18,535
+87
+0.5% +$6.6K 0.12% 93
2021
Q1
$1.25M Sell
18,448
-332
-2% -$22.6K 0.12% 94
2020
Q4
$974K Buy
+18,780
New +$974K 0.1% 104
2019
Q3
Sell
-2,315
Closed -$197K 732
2019
Q2
$197K Buy
+2,315
New +$197K 0.03% 189
2019
Q1
Sell
-2,030
Closed -$157K 726
2018
Q4
$157K Buy
+2,030
New +$157K 0.03% 196