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 |
|