Golden State 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 | $41.2K | Sell |
346
-50
| -13% | -$5.96K | 0.01% | 692 |
|
|
2025
Q1 | $51.4K | Hold |
396
| – | – | 0.01% | 589 |
|
|
2024
Q4 | $48K | Buy |
+396
| New | +$48K | 0.01% | 584 |
|
|
2019
Q4 | – | Sell |
-338
| Closed | -$26K | – | 892 |
|
|
2019
Q3 | $26K | Sell |
338
-1,542
| -82% | -$119K | 0.01% | 570 |
|
|
2019
Q2 | $159K | Sell |
1,880
-1
| -0.1% | -$85 | 0.05% | 255 |
|
|
2019
Q1 | $168K | Buy |
+1,881
| New | +$168K | 0.06% | 246 |
|