EP Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $824K | Sell |
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|
2023
Q4 | $780K | Buy |
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|
2023
Q3 | $765K | Sell |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $119K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $144K | Buy |
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