Forthright Family Wealth Advisory’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 Q3	–	Sell	-4,478	Closed	-$571K	–	77
2024 Q2	$571K	Sell	4,478 -470	-9%	-$60K	0.37%	39
2024 Q1	$652K	Sell	4,948 -769	-13%	-$101K	0.44%	36
2023 Q4	$670K	Buy	+5,717	New	+$670K	0.53%	32