EA
Efficient Advisors’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,941
| Closed | -$526K | – | 51 |
|
|
2017
Q2 | $526K | Buy |
5,941
+452
| +8% | +$40K | 0.08% | 51 |
|
|
2017
Q1 | $531K | Buy |
5,489
+283
| +5% | +$27.4K | 0.07% | 51 |
|
|
2016
Q4 | $545K | Sell |
5,206
-100
| -2% | -$10.5K | 0.08% | 52 |
|
|
2016
Q3 | $518K | Buy |
5,306
+121
| +2% | +$11.8K | 0.08% | 54 |
|
|
2016
Q2 | $493K | Buy |
5,185
+8
| +0.2% | +$761 | 0.08% | 59 |
|
|
2016
Q1 | $444K | Buy |
5,177
+118
| +2% | +$10.1K | 0.08% | 55 |
|
|
2015
Q4 | $421K | Buy |
5,059
+49
| +1% | +$4.08K | 0.09% | 42 |
|
|
2015
Q3 | $425K | Buy |
5,010
+383
| +8% | +$32.5K | 0.1% | 41 |
|
|
2015
Q2 | $495K | Buy |
+4,627
| New | +$495K | 0.1% | 39 |
|