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
Q2
$606K Sell
2025
Q1
$662K Buy
2024
Q4
$610K Buy
2024
Q3
$608K Buy
2024
Q2
$479K Sell
2024
Q1
$626K Buy
2023
Q4
$462K Buy
2023
Q3
$355K Sell
2023
Q2
$411K Buy
2023
Q1
$343K Sell
2022
Q4
$387K Buy
2022
Q3
$216K Buy
2022
Q1
Sell
2021
Q4
$303K Buy
2018
Q3
Sell
2018
Q2
$274K Sell
2018
Q1
$244K Sell
2017
Q4
$276K Buy