Financial Advocates Investment Management’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $303K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $244K | Sell |
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|
2017
Q4 | $276K | Buy |
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