Game Plan Financial Advisors’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
Q1 | – | Sell |
-3,000
| Closed | -$363K | – | 387 |
|
|
2024
Q4 | $363K | Buy |
+3,000
| New | +$363K | 0.17% | 66 |
|
|
2022
Q4 | $249K | Sell |
2,050
-550
| -21% | -$66.7K | 0.2% | 66 |
|
|
2022
Q3 | $264K | Sell |
2,600
-5
| -0.2% | -$508 | 0.22% | 62 |
|
|
2022
Q2 | $258K | Hold |
2,605
| – | – | 0.21% | 68 |
|
|
2022
Q1 | $279K | Sell |
2,605
-350
| -12% | -$37.5K | 0.17% | 74 |
|
|
2021
Q4 | $229K | Buy |
2,955
+60
| +2% | +$4.65K | 0.12% | 84 |
|
|
2021
Q3 | $214K | Hold |
2,895
| – | – | 0.13% | 86 |
|
|
2021
Q2 | $220K | Buy |
+2,895
| New | +$220K | 0.13% | 88 |
|
|
2020
Q1 | – | Sell |
-6,525
| Closed | -$532K | – | 103 |
|
|
2019
Q4 | $532K | Buy |
+6,525
| New | +$532K | 0.5% | 51 |
|