GIA
Goodwin Investment Advisory’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19
| Closed | -$2.3K | – | 206 |
|
|
2022
Q4 | $2.3K | Hold |
19
| – | – | ﹤0.01% | 193 |
|
|
2022
Q3 | $2K | Sell |
19
-8
| -30% | -$842 | ﹤0.01% | 200 |
|
|
2022
Q2 | $2.69K | Sell |
27
-243
| -90% | -$24.2K | ﹤0.01% | 143 |
|
|
2022
Q1 | $29K | Sell |
270
-5,829
| -96% | -$626K | 0.02% | 108 |
|
|
2021
Q4 | $474K | Sell |
6,099
-49,293
| -89% | -$3.83M | 0.35% | 25 |
|
|
2021
Q3 | $4.09M | Sell |
55,392
-5,028
| -8% | -$371K | 3.97% | 5 |
|
|
2021
Q2 | $4.58M | Buy |
60,420
+20,000
| +49% | +$1.52M | 4.99% | 4 |
|
|
2021
Q1 | $2.74M | Buy |
+40,420
| New | +$2.74M | 3.22% | 8 |
|