Farther Finance Advisors’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 | $686K | Buy |
5,757
+1,667
| +41% | +$199K | 0.01% | 753 |
|
|
2025
Q1 | $533K | Buy |
4,090
+2,483
| +155% | +$324K | 0.01% | 758 |
|
|
2024
Q4 | $195K | Buy |
1,607
+251
| +19% | +$30.4K | 0.01% | 994 |
|
|
2024
Q3 | $166K | Hold |
1,356
| – | – | 0.01% | 1072 |
|
|
2024
Q2 | $173K | Hold |
1,356
| – | – | 0.01% | 903 |
|
|
2024
Q1 | $180K | Buy |
1,356
+1,067
| +369% | +$141K | 0.01% | 723 |
|
|
2023
Q4 | $33.9K | Sell |
289
-1,190
| -80% | -$140K | ﹤0.01% | 1166 |
|
|
2023
Q3 | $187K | Buy |
1,479
+1,190
| +412% | +$151K | 0.03% | 403 |
|
|
2023
Q2 | $32.6K | Sell |
289
-20
| -6% | -$2.26K | 0.01% | 822 |
|
|
2023
Q1 | $35.3K | Hold |
309
| – | – | 0.01% | 709 |
|
|
2022
Q4 | $37.5K | Buy |
+309
| New | +$37.5K | 0.01% | 557 |
|