Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,661
| Closed | -$211K | – | 70 |
|
|
2023
Q3 | $211K | Sell |
1,661
-4,108
| -71% | -$521K | 0.1% | 61 |
|
|
2023
Q2 | $651K | Hold |
5,769
| – | – | 0.3% | 33 |
|
|
2023
Q1 | $659K | Buy |
5,769
+406
| +8% | +$46.4K | 0.31% | 32 |
|
|
2022
Q4 | $650K | Buy |
+5,363
| New | +$650K | 0.32% | 32 |
|
|
2021
Q2 | – | Sell |
-321
| Closed | -$22K | – | 257 |
|
|
2021
Q1 | $22K | Hold |
321
| – | – | 0.03% | 108 |
|
|
2020
Q4 | $17K | Buy |
+321
| New | +$17K | 0.02% | 117 |
|