Financial Partners Capital Management’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,176
Closed -$210K 107
2020
Q2
$210K Buy
+4,176
New +$210K 0.06% 92
2016
Q1
Sell
-16,227
Closed -$1.35M 114
2015
Q4
$1.35M Sell
16,227
-4,711
-22% -$392K 0.32% 66
2015
Q3
$1.78M Buy
+20,938
New +$1.78M 0.45% 61