HB 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 | $709K | Sell |
5,949
-6,151
| -51% | -$733K | 0.01% | 614 |
|
|
2025
Q1 | $1.57M | Buy |
12,100
+1,907
| +19% | +$247K | 0.01% | 424 |
|
|
2024
Q4 | $1.24M | Buy |
10,193
+2,003
| +24% | +$243K | 0.01% | 373 |
|
|
2024
Q3 | $1M | Sell |
8,190
-73
| -0.9% | -$8.94K | 0.01% | 393 |
|
|
2024
Q2 | $1.05M | Buy |
8,263
+1,086
| +15% | +$139K | 0.01% | 357 |
|
|
2024
Q1 | $945K | Sell |
7,177
-1,965
| -21% | -$259K | 0.01% | 361 |
|
|
2023
Q4 | $1.07M | Buy |
9,142
+2,508
| +38% | +$294K | 0.02% | 307 |
|
|
2023
Q3 | $841K | Buy |
6,634
+60
| +0.9% | +$7.6K | 0.01% | 323 |
|
|
2023
Q2 | $742K | Sell |
6,574
-8
| -0.1% | -$903 | 0.01% | 339 |
|
|
2023
Q1 | $752K | Sell |
6,582
-2,040
| -24% | -$233K | 0.01% | 333 |
|
|
2022
Q4 | $1.05M | Buy |
8,622
+968
| +13% | +$117K | 0.02% | 275 |
|
|
2022
Q3 | $778K | Buy |
7,654
+37
| +0.5% | +$3.76K | 0.02% | 285 |
|
|
2022
Q2 | $758K | Sell |
7,617
-85
| -1% | -$8.46K | 0.02% | 291 |
|
|
2022
Q1 | $824K | Buy |
7,702
+297
| +4% | +$31.8K | 0.02% | 286 |
|
|
2021
Q4 | $575K | Buy |
+7,405
| New | +$575K | 0.01% | 295 |
|