Guardian Wealth Advisors (North Carolina)’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47
| Closed | -$5.76K | – | 538 |
|
|
2024
Q3 | $5.76K | Hold |
47
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $6K | Sell |
47
-588
| -93% | -$75K | ﹤0.01% | 384 |
|
|
2024
Q1 | $83.6K | Sell |
635
-89
| -12% | -$11.7K | 0.01% | 293 |
|
|
2023
Q4 | $84.9K | Sell |
724
-763
| -51% | -$89.5K | 0.01% | 274 |
|
|
2023
Q3 | $190K | Sell |
1,487
-142
| -9% | -$18.1K | 0.03% | 239 |
|
|
2023
Q2 | $185K | Buy |
1,629
+477
| +41% | +$54.2K | 0.03% | 229 |
|
|
2023
Q1 | $132K | Sell |
1,152
-85
| -7% | -$9.71K | 0.02% | 231 |
|
|
2022
Q4 | $150K | Buy |
+1,237
| New | +$150K | 0.03% | 208 |
|
|
2022
Q3 | – | Sell |
-2,288
| Closed | -$228K | – | 377 |
|
|
2022
Q2 | $228K | Buy |
2,288
+488
| +27% | +$48.6K | 0.04% | 173 |
|
|
2022
Q1 | $193K | Sell |
1,800
-58
| -3% | -$6.22K | 0.08% | 162 |
|
|
2021
Q4 | $144K | Buy |
+1,858
| New | +$144K | 0.06% | 149 |
|