Evolution 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 | $6.29M | Sell |
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|
2025
Q1 | $7.19M | Sell |
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|
2024
Q4 | $6.86M | Buy |
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|
2024
Q3 | $3.65M | Sell |
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|
2024
Q2 | $3.83M | Sell |
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|
2024
Q1 | $3.96M | Sell |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $1.62M | Hold |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.05K | Buy |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $2.77M | Buy |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $2.13M | Buy |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $494K | Buy |
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|
2019
Q1 | $509K | Sell |
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|
2018
Q4 | $2.11M | Buy |
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