HWM
Howard Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
1,798
-94
| -5% | -$11.2K | 0.11% | 116 |
|
|
2025
Q1 | $245K | Sell |
1,892
-244
| -11% | -$31.7K | 0.14% | 106 |
|
|
2024
Q4 | $259K | Sell |
2,136
-197
| -8% | -$23.9K | 0.14% | 100 |
|
|
2024
Q3 | $286K | Sell |
2,333
-19
| -0.8% | -$2.33K | 0.17% | 94 |
|
|
2024
Q2 | $300K | Buy |
2,352
+465
| +25% | +$59.3K | 0.24% | 78 |
|
|
2024
Q1 | $249K | Sell |
1,887
-20
| -1% | -$2.64K | 0.2% | 90 |
|
|
2023
Q4 | $224K | Sell |
1,907
-12
| -0.6% | -$1.41K | 0.19% | 92 |
|
|
2023
Q3 | $243K | Sell |
1,919
-83
| -4% | -$10.5K | 0.22% | 86 |
|
|
2023
Q2 | $226K | Buy |
2,002
+46
| +2% | +$5.19K | 0.2% | 93 |
|
|
2023
Q1 | $223K | Buy |
+1,956
| New | +$223K | 0.19% | 98 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$2K | – | 482 |
|
|
2019
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 476 |
|