HHM 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 | $198K | Sell |
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|
2025
Q2 | $190K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $184K | Buy |
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|
2023
Q2 | $49.7K | Hold |
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|
2023
Q1 | $50.3K | Hold |
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|
2022
Q4 | $53.4K | Hold |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $54K | Sell |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $199K | Hold |
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|
2021
Q3 | $190K | Hold |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $175K | Hold |
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|
2020
Q4 | $133K | Buy |
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|
2020
Q3 | $36K | Sell |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $41K | Buy |
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