Franklin, Parlapiano, Turner & Welch’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-886
| Closed | -$86K | – | 108 |
|
|
2017
Q1 | $86K | Sell |
886
-770
| -46% | -$74.7K | 0.04% | 63 |
|
|
2016
Q4 | $173K | Hold |
1,656
| – | – | 0.09% | 48 |
|
|
2016
Q3 | $162K | Buy |
1,656
+626
| +61% | +$61.2K | 0.08% | 47 |
|
|
2016
Q2 | $98K | Buy |
1,030
+770
| +296% | +$73.3K | 0.05% | 54 |
|
|
2016
Q1 | $22K | Hold |
260
| – | – | 0.01% | 87 |
|
|
2015
Q4 | $22K | Hold |
260
| – | – | 0.01% | 90 |
|
|
2015
Q3 | $22K | Buy |
+260
| New | +$22K | 0.01% | 74 |
|