Fiduciary Group’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 | $1.07M | Sell |
9,001
-17
| -0.2% | -$2.03K | 0.1% | 154 |
|
|
2025
Q1 | $1.17M | Buy |
9,018
+286
| +3% | +$37.1K | 0.12% | 141 |
|
|
2024
Q4 | $1.06M | Buy |
8,732
+1,111
| +15% | +$135K | 0.11% | 147 |
|
|
2024
Q3 | $933K | Sell |
7,621
-238
| -3% | -$29.1K | 0.09% | 151 |
|
|
2024
Q2 | $1M | Hold |
7,859
| – | – | 0.11% | 140 |
|
|
2024
Q1 | $1.04M | Buy |
7,859
+874
| +13% | +$115K | 0.11% | 133 |
|
|
2023
Q4 | $819K | Buy |
+6,985
| New | +$819K | 0.1% | 139 |
|
|
2015
Q4 | – | Sell |
-8,648
| Closed | -$733K | – | 188 |
|
|
2015
Q3 | $733K | Sell |
8,648
-25
| -0.3% | -$2.12K | 0.24% | 105 |
|
|
2015
Q2 | $928K | Buy |
+8,673
| New | +$928K | 0.29% | 102 |
|