Financial Synergies Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-49
| Closed | -$6.47K | – | 455 |
|
|
2024
Q1 | $6.47K | Buy |
49
+2
| +4% | +$264 | ﹤0.01% | 268 |
|
|
2023
Q4 | $5.72K | Sell |
47
-1
| -2% | -$122 | ﹤0.01% | 212 |
|
|
2023
Q3 | $6.08K | Hold |
48
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $5.37K | Hold |
48
| – | – | ﹤0.01% | 257 |
|
|
2023
Q1 | $5.43K | Buy |
48
+1
| +2% | +$113 | ﹤0.01% | 260 |
|
|
2022
Q4 | $5.72K | Buy |
47
+1
| +2% | +$122 | ﹤0.01% | 212 |
|
|
2022
Q3 | $4.68K | Hold |
46
| – | – | ﹤0.01% | 189 |
|
|
2022
Q2 | $4.58K | Buy |
+46
| New | +$4.58K | ﹤0.01% | 192 |
|