Gupta 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
2016
Q1
$269K Buy
3,135
+822
+36% +$70.5K 0.06% 209
2015
Q4
$192K Sell
2,313
-172
-7% -$14.3K 0.05% 253
2015
Q3
$211K Sell
2,485
-390
-14% -$33.1K 0.05% 241
2015
Q2
$307K Buy
2,875
+180
+7% +$19.2K 0.08% 196
2015
Q1
$295K Buy
+2,695
New +$295K 0.09% 174