Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,549
| Closed | -$204K | – | 770 |
|
|
2024
Q1 | $204K | Buy |
+1,549
| New | +$204K | ﹤0.01% | 697 |
|
|
2023
Q4 | – | Sell |
-1,883
| Closed | -$239K | – | 723 |
|
|
2023
Q3 | $239K | Buy |
1,883
+2
| +0.1% | +$253 | 0.01% | 512 |
|
|
2023
Q2 | $212K | Buy |
1,881
+2
| +0.1% | +$226 | ﹤0.01% | 590 |
|
|
2023
Q1 | $215K | Sell |
1,879
-4
| -0.2% | -$457 | 0.01% | 531 |
|
|
2022
Q4 | $228K | Sell |
1,883
-128
| -6% | -$15.5K | 0.01% | 496 |
|
|
2022
Q3 | $204K | Buy |
+2,011
| New | +$204K | 0.01% | 492 |
|
|
2022
Q2 | – | Sell |
-1,976
| Closed | -$211K | – | 661 |
|
|
2022
Q1 | $211K | Buy |
+1,976
| New | +$211K | 0.01% | 548 |
|