Founders Financial Alliance’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 | $17.2K | Sell |
144
-345
| -71% | -$41.1K | ﹤0.01% | 434 |
|
2025
Q1 | $63.4K | Buy |
489
+2
| +0.4% | +$259 | 0.02% | 421 |
|
2024
Q4 | $59.1K | Buy |
487
+4
| +0.8% | +$486 | 0.02% | 370 |
|
2024
Q3 | $59.1K | Buy |
483
+123
| +34% | +$15.1K | 0.02% | 377 |
|
2024
Q2 | $45.9K | Hold |
360
| – | – | 0.01% | 379 |
|
2024
Q1 | $47.4K | Buy |
360
+2
| +0.6% | +$263 | 0.01% | 383 |
|
2023
Q4 | $42K | Sell |
358
-479
| -57% | -$56.1K | 0.02% | 352 |
|
2023
Q3 | $106K | Buy |
837
+3
| +0.4% | +$380 | 0.05% | 268 |
|
2023
Q2 | $94.2K | Hold |
834
| – | – | 0.04% | 300 |
|
2023
Q1 | $96.9K | Buy |
834
+3
| +0.4% | +$349 | 0.05% | 257 |
|
2022
Q4 | $101K | Buy |
831
+190
| +30% | +$23K | 0.05% | 262 |
|
2022
Q3 | $65K | Buy |
641
+153
| +31% | +$15.5K | 0.03% | 295 |
|
2022
Q2 | $49K | Sell |
488
-151
| -24% | -$15.2K | 0.02% | 338 |
|
2022
Q1 | $68K | Buy |
639
+151
| +31% | +$16.1K | 0.03% | 294 |
|
2021
Q4 | $38K | Hold |
488
| – | – | 0.02% | 371 |
|
2021
Q3 | $36K | Hold |
488
| – | – | 0.02% | 349 |
|
2021
Q2 | $37K | Hold |
488
| – | – | 0.02% | 362 |
|
2021
Q1 | $36K | Hold |
488
| – | – | 0.02% | 350 |
|
2020
Q4 | $25K | Hold |
488
| – | – | 0.01% | 335 |
|
2020
Q3 | $20K | Buy |
+488
| New | +$20K | 0.01% | 583 |
|