HFS
Hoge Financial Services’s Vanguard Energy ETF VDE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $644K | Sell |
5,410
-1,345
| -20% | -$160K | 0.4% | 28 |
|
2025
Q1 | $876K | Sell |
6,755
-652
| -9% | -$84.6K | 0.61% | 21 |
|
2024
Q4 | $899K | Sell |
7,407
-961
| -11% | -$117K | 0.66% | 20 |
|
2024
Q3 | $1.02M | Buy |
8,368
+87
| +1% | +$10.7K | 0.77% | 18 |
|
2024
Q2 | $1.06M | Sell |
8,281
-951
| -10% | -$121K | 0.87% | 16 |
|
2024
Q1 | $1.22M | Sell |
9,232
-5,846
| -39% | -$770K | 0.99% | 15 |
|
2023
Q4 | $1.77M | Buy |
+15,078
| New | +$1.77M | 1.77% | 13 |
|