Fee-Only Financial Planning’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 | $929K | Hold |
7,800
| – | – | 0.58% | 17 |
|
|
2025
Q1 | $1.01M | Hold |
7,800
| – | – | 0.69% | 16 |
|
|
2024
Q4 | $946K | Hold |
7,800
| – | – | 0.61% | 17 |
|
|
2024
Q3 | $955K | Hold |
7,800
| – | – | 0.61% | 17 |
|
|
2024
Q2 | $995K | Sell |
7,800
-100
| -1% | -$12.8K | 0.67% | 16 |
|
|
2024
Q1 | $1.04M | Sell |
7,900
-200
| -2% | -$26.3K | 0.7% | 16 |
|
|
2023
Q4 | $950K | Hold |
8,100
| – | – | 0.69% | 16 |
|
|
2023
Q3 | $1.03M | Hold |
8,100
| – | – | 0.83% | 13 |
|
|
2023
Q2 | $914K | Hold |
8,100
| – | – | 0.7% | 17 |
|
|
2023
Q1 | $925K | Sell |
8,100
-200
| -2% | -$22.8K | 0.75% | 16 |
|
|
2022
Q4 | $1.01M | Buy |
+8,300
| New | +$1.01M | 0.84% | 15 |
|