GeoWealth Management’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 | $4.65K | Buy |
39
+2
| +5% | +$238 | ﹤0.01% | 1152 |
|
|
2025
Q1 | $4.8K | Sell |
37
-1,553
| -98% | -$201K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $193K | Buy |
1,590
+486
| +44% | +$59K | 0.01% | 779 |
|
|
2024
Q3 | $135K | Buy |
+1,104
| New | +$135K | ﹤0.01% | 824 |
|
|
2022
Q1 | – | Sell |
-1,619
| Closed | -$127K | – | 428 |
|
|
2021
Q4 | $127K | Buy |
+1,619
| New | +$127K | 0.01% | 292 |
|