Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4K | Hold |
356
| – | – | 0.01% | 333 |
|
|
2025
Q1 | $46.2K | Hold |
356
| – | – | 0.01% | 328 |
|
|
2024
Q4 | $43.2K | Hold |
356
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $44K | Hold |
356
| – | – | 0.01% | 348 |
|
|
2024
Q2 | $45.8K | Hold |
356
| – | – | 0.01% | 354 |
|
|
2024
Q1 | $46.9K | Hold |
356
| – | – | 0.01% | 356 |
|
|
2023
Q4 | $41.8K | Hold |
356
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $45.4K | Hold |
356
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $40.5K | Hold |
356
| – | – | 0.01% | 326 |
|
|
2023
Q1 | $40.7K | Sell |
356
-215
| -38% | -$24.6K | 0.01% | 318 |
|
|
2022
Q4 | $69.3K | Buy |
571
+65
| +13% | +$7.88K | 0.01% | 264 |
|
|
2022
Q3 | $52K | Hold |
506
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $50K | Hold |
506
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $54K | Buy |
506
+91
| +22% | +$9.71K | 0.01% | 296 |
|
|
2021
Q4 | $32K | Sell |
415
-185
| -31% | -$14.3K | 0.01% | 322 |
|
|
2021
Q3 | $44K | Hold |
600
| – | – | 0.01% | 276 |
|
|
2021
Q2 | $46K | Buy |
+600
| New | +$46K | 0.01% | 298 |
|