Fusion Family Wealth’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 239 |
|
|
2018
Q4 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 247 |
|
|
2018
Q3 | $1K | Sell |
12
-400
| -97% | -$33.3K | ﹤0.01% | 263 |
|
|
2018
Q2 | $43K | Hold |
412
| – | – | 0.01% | 136 |
|
|
2018
Q1 | $38K | Buy |
412
+2
| +0.5% | +$184 | 0.01% | 129 |
|
|
2017
Q4 | $41K | Hold |
410
| – | – | 0.01% | 140 |
|
|
2017
Q3 | $38K | Hold |
410
| – | – | 0.01% | 100 |
|
|
2017
Q2 | $36K | Hold |
410
| – | – | 0.01% | 137 |
|
|
2017
Q1 | $40K | Buy |
+410
| New | +$40K | 0.02% | 130 |
|