HHM Wealth Advisors’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 | $190K | Sell |
1,595
-1,585
| -50% | -$189K | 0.02% | 208 |
|
|
2025
Q1 | $412K | Buy |
3,180
+410
| +15% | +$53.2K | 0.06% | 120 |
|
|
2024
Q4 | $336K | Buy |
2,770
+240
| +9% | +$29.1K | 0.05% | 135 |
|
|
2024
Q3 | $310K | Hold |
2,530
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $323K | Buy |
2,530
+575
| +29% | +$73.4K | 0.05% | 129 |
|
|
2024
Q1 | $257K | Sell |
1,955
-195
| -9% | -$25.7K | 0.04% | 128 |
|
|
2023
Q4 | $252K | Buy |
2,150
+700
| +48% | +$82.1K | 0.04% | 118 |
|
|
2023
Q3 | $184K | Buy |
1,450
+1,010
| +230% | +$128K | 0.04% | 135 |
|
|
2023
Q2 | $49.7K | Hold |
440
| – | – | 0.01% | 281 |
|
|
2023
Q1 | $50.3K | Hold |
440
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $53.4K | Hold |
440
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $45K | Sell |
440
-99
| -18% | -$10.1K | 0.01% | 248 |
|
|
2022
Q2 | $54K | Sell |
539
-2,030
| -79% | -$203K | 0.01% | 269 |
|
|
2022
Q1 | $275K | Hold |
2,569
| – | – | 0.06% | 117 |
|
|
2021
Q4 | $199K | Hold |
2,569
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $190K | Hold |
2,569
| – | – | 0.05% | 131 |
|
|
2021
Q2 | $195K | Hold |
2,569
| – | – | 0.05% | 132 |
|
|
2021
Q1 | $175K | Hold |
2,569
| – | – | 0.05% | 127 |
|
|
2020
Q4 | $133K | Buy |
2,569
+1,670
| +186% | +$86.5K | 0.05% | 142 |
|
|
2020
Q3 | $36K | Sell |
899
-170
| -16% | -$6.81K | 0.01% | 258 |
|
|
2020
Q2 | $54K | Hold |
1,069
| – | – | 0.02% | 217 |
|
|
2020
Q1 | $41K | Buy |
+1,069
| New | +$41K | 0.02% | 228 |
|