EverSource Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.1K | Buy |
698
+1
| +0.1% | +$119 | ﹤0.01% | 1302 |
|
|
2025
Q1 | $90.4K | Sell |
697
-80
| -10% | -$10.4K | 0.01% | 947 |
|
|
2024
Q4 | $94.3K | Buy |
777
+31
| +4% | +$3.76K | 0.01% | 925 |
|
|
2024
Q3 | $91.3K | Sell |
746
-18
| -2% | -$2.2K | 0.01% | 823 |
|
|
2024
Q2 | $99.8K | Buy |
764
+1
| +0.1% | +$131 | 0.01% | 801 |
|
|
2024
Q1 | $99.5K | Sell |
763
-175
| -19% | -$22.8K | 0.01% | 711 |
|
|
2023
Q4 | $110K | Sell |
938
-468
| -33% | -$54.9K | 0.01% | 602 |
|
|
2023
Q3 | $178K | Buy |
1,406
+565
| +67% | +$71.6K | 0.02% | 422 |
|
|
2023
Q2 | $94.9K | Buy |
841
+64
| +8% | +$7.22K | 0.01% | 599 |
|
|
2023
Q1 | $88.8K | Sell |
777
-171
| -18% | -$19.5K | 0.01% | 579 |
|
|
2022
Q4 | $115K | Buy |
948
+105
| +12% | +$12.7K | 0.02% | 462 |
|
|
2022
Q3 | $86K | Sell |
843
-296
| -26% | -$30.2K | 0.02% | 472 |
|
|
2022
Q2 | $113K | Buy |
1,139
+83
| +8% | +$8.23K | 0.03% | 347 |
|
|
2022
Q1 | $113K | Sell |
1,056
-284
| -21% | -$30.4K | 0.03% | 317 |
|
|
2021
Q4 | $104K | Buy |
+1,340
| New | +$104K | 0.03% | 306 |
|