IAG Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-375
| Closed | -$26K | – | 400 |
|
|
2021
Q1 | $26K | Hold |
375
| – | – | 0.01% | 162 |
|
|
2020
Q4 | $20K | Hold |
375
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $16K | Hold |
375
| – | – | 0.01% | 176 |
|
|
2020
Q2 | $19K | Buy |
375
+100
| +36% | +$5.07K | 0.01% | 166 |
|
|
2020
Q1 | $11K | Buy |
+275
| New | +$11K | 0.01% | 196 |
|