EFS
Edelman Financial Services’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,460
| Closed | -$209K | – | 21 |
|
|
2015
Q3 | $209K | Sell |
2,460
-832
| -25% | -$70.7K | ﹤0.01% | 20 |
|
|
2015
Q2 | $352K | Sell |
3,292
-21
| -0.6% | -$2.25K | 0.01% | 20 |
|
|
2015
Q1 | $362K | Buy |
3,313
+126
| +4% | +$13.8K | 0.01% | 20 |
|
|
2014
Q4 | $356K | Buy |
3,187
+789
| +33% | +$88.1K | 0.01% | 19 |
|
|
2014
Q3 | $314K | Buy |
2,398
+417
| +21% | +$54.6K | 0.01% | 19 |
|
|
2014
Q2 | $285K | Sell |
1,981
-397
| -17% | -$57.1K | ﹤0.01% | 19 |
|
|
2014
Q1 | $305K | Buy |
2,378
+160
| +7% | +$20.5K | 0.01% | 19 |
|
|
2013
Q4 | $280K | Sell |
2,218
-266
| -11% | -$33.6K | 0.01% | 17 |
|
|
2013
Q3 | $296K | Buy |
2,484
+104
| +4% | +$12.4K | 0.01% | 19 |
|
|
2013
Q2 | $268K | Buy |
+2,380
| New | +$268K | 0.01% | 19 |
|