First Heartland Consultants’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 | $1.03M | Buy |
8,612
+132
| +2% | +$15.7K | 0.09% | 164 |
|
|
2025
Q1 | $1.1M | Buy |
8,480
+5,649
| +200% | +$733K | 0.11% | 137 |
|
|
2024
Q4 | $343K | Buy |
+2,831
| New | +$343K | 0.04% | 317 |
|
|
2024
Q1 | – | Sell |
-1,884
| Closed | -$221K | – | 439 |
|
|
2023
Q4 | $221K | Buy |
1,884
+69
| +4% | +$8.09K | 0.03% | 339 |
|
|
2023
Q3 | $230K | Buy |
+1,815
| New | +$230K | 0.03% | 345 |
|
|
2023
Q2 | – | Sell |
-1,959
| Closed | -$224K | – | 404 |
|
|
2023
Q1 | $224K | Sell |
1,959
-256
| -12% | -$29.3K | 0.03% | 326 |
|
|
2022
Q4 | $269K | Buy |
+2,215
| New | +$269K | 0.04% | 297 |
|
|
2020
Q1 | – | Sell |
-3,509
| Closed | -$286K | – | 307 |
|
|
2019
Q4 | $286K | Buy |
+3,509
| New | +$286K | 0.06% | 236 |
|
|
2013
Q3 | – | Sell |
-119
| Closed | -$13K | – | 366 |
|
|
2013
Q2 | $13K | Buy |
+119
| New | +$13K | 0.01% | 343 |
|