Goldstone Financial Group’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
$1.37M Buy
11,216
+998
+10% +$122K 0.18% 76
2025
Q1
$1.33M Sell
10,218
-1,781
-15% -$231K 0.2% 76
2024
Q4
$1.46M Buy
11,999
+1,232
+11% +$149K 0.23% 70
2024
Q3
$1.32M Sell
10,767
-21
-0.2% -$2.57K 0.23% 71
2024
Q2
$1.38M Buy
10,788
+1,084
+11% +$138K 0.28% 63
2024
Q1
$1.28M Buy
9,704
+137
+1% +$18K 0.29% 64
2023
Q4
$1.12M Sell
9,567
-2,661
-22% -$312K 0.29% 64
2023
Q3
$1.55M Buy
12,228
+645
+6% +$81.7K 0.46% 43
2023
Q2
$1.31M Buy
11,583
+2,700
+30% +$305K 0.38% 51
2023
Q1
$1.01M Buy
+8,883
New +$1.01M 0.33% 50