GoalFusion Wealth 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 | $6.15M | Buy |
51,636
+2,182
| +4% | +$260K | 3.16% | 7 |
|
|
2025
Q1 | $6.41M | Sell |
49,454
-1,426
| -3% | -$185K | 3.51% | 7 |
|
|
2024
Q4 | $6.17M | Buy |
50,880
+2,724
| +6% | +$330K | 3.36% | 7 |
|
|
2024
Q3 | $5.9M | Buy |
48,156
+3,611
| +8% | +$442K | 3.27% | 7 |
|
|
2024
Q2 | $5.68M | Buy |
44,545
+1,043
| +2% | +$133K | 3.53% | 7 |
|
|
2024
Q1 | $5.73M | Sell |
43,502
-37
| -0.1% | -$4.87K | 3.65% | 7 |
|
|
2023
Q4 | $5.11M | Buy |
43,539
+1,886
| +5% | +$221K | 3.48% | 7 |
|
|
2023
Q3 | $5.28M | Sell |
41,653
-1,882
| -4% | -$239K | 3.92% | 6 |
|
|
2023
Q2 | $4.91M | Buy |
43,535
+1,397
| +3% | +$158K | 3.62% | 7 |
|
|
2023
Q1 | $4.81M | Sell |
42,138
-9,593
| -19% | -$1.1M | 3.78% | 6 |
|
|
2022
Q4 | $6.46M | Sell |
51,731
-1,323
| -2% | -$165K | 5.21% | 6 |
|
|
2022
Q3 | $5.39M | Buy |
53,054
+2,320
| +5% | +$236K | 5.1% | 6 |
|
|
2022
Q2 | $5.05M | Sell |
50,734
-3,049
| -6% | -$303K | 4.73% | 6 |
|
|
2022
Q1 | $5.76M | Sell |
53,783
-12,098
| -18% | -$1.3M | 4.96% | 6 |
|
|
2021
Q4 | $4.48M | Buy |
+65,881
| New | +$4.48M | 4.41% | 5 |
|