Heartwood Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $491K | Hold |
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|
2025
Q2 | $465K | Sell |
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|
2025
Q1 | $507K | Hold |
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|
2024
Q4 | $474K | Hold |
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $498K | Hold |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $512K | Hold |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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