EverSource 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 | $83.1K | Buy |
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|
2025
Q1 | $90.4K | Sell |
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|
2024
Q4 | $94.3K | Buy |
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|
2024
Q3 | $91.3K | Sell |
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|
2024
Q2 | $99.8K | Buy |
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|
2024
Q1 | $99.5K | Sell |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $94.9K | Buy |
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|
2023
Q1 | $88.8K | Sell |
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|
2022
Q4 | $115K | Buy |
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|
2022
Q3 | $86K | Sell |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $104K | Buy |
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