FRG Family Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.69M | Hold |
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|
2023
Q2 | $1.51M | Hold |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $783K | Buy |
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|
2022
Q1 | $698K | Buy |
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|
2021
Q4 | $380K | Buy |
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