Financial & Tax Architects’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $291K | Buy |
2,443
+133
| +6% | +$15.8K | 0.07% | 86 |
|
2025
Q1 | $300K | Sell |
2,310
-25
| -1% | -$3.24K | 0.08% | 96 |
|
2024
Q4 | $283K | Buy |
2,335
+76
| +3% | +$9.22K | 0.07% | 99 |
|
2024
Q3 | $277K | Sell |
2,259
-281
| -11% | -$34.4K | 0.07% | 90 |
|
2024
Q2 | $324K | Sell |
2,540
-69
| -3% | -$8.8K | 0.09% | 81 |
|
2024
Q1 | $344K | Buy |
2,609
+48
| +2% | +$6.32K | 0.09% | 79 |
|
2023
Q4 | $300K | Sell |
2,561
-326
| -11% | -$38.2K | 0.09% | 74 |
|
2023
Q3 | $366K | Buy |
2,887
+46
| +2% | +$5.83K | 0.11% | 66 |
|
2023
Q2 | $321K | Sell |
2,841
-13,548
| -83% | -$1.53M | 0.1% | 65 |
|
2023
Q1 | $1.87M | Sell |
16,389
-11,770
| -42% | -$1.34M | 0.62% | 40 |
|
2022
Q4 | $3.53M | Sell |
28,159
-137
| -0.5% | -$17.2K | 1.2% | 37 |
|
2022
Q3 | $2.87M | Buy |
28,296
+795
| +3% | +$80.8K | 1.08% | 34 |
|
2022
Q2 | $2.74M | Buy |
27,501
+1,098
| +4% | +$109K | 1.04% | 36 |
|
2022
Q1 | $2.83M | Sell |
26,403
-866
| -3% | -$92.7K | 1.07% | 36 |
|
2021
Q4 | $2.12M | Buy |
27,269
+1,963
| +8% | +$152K | 0.86% | 40 |
|
2021
Q3 | $1.87M | Buy |
25,306
+6,472
| +34% | +$478K | 0.85% | 41 |
|
2021
Q2 | $1.43M | Buy |
18,834
+10,622
| +129% | +$806K | 0.7% | 42 |
|
2021
Q1 | $558K | Buy |
+8,212
| New | +$558K | 0.31% | 59 |
|