FWP
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Falcon Wealth Planning’s Vanguard Energy ETF VDE Stock Holding History

Falcon Wealth Planning’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,508
Closed -$304K – 172
2024
Q4 		$304K Buy
2,508
+850
+51% +$103K 0.03% 132
2024
Q3 		$203K Buy
+1,658
New +$203K 0.02% 149