Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $393K | Buy |
9,744
+39
| +0.4% | +$1.57K | 0.08% | 59 |
|
|
2020
Q2 | $488K | Buy |
9,705
+42
| +0.4% | +$2.11K | 0.11% | 49 |
|
|
2020
Q1 | $369K | Buy |
9,663
+53
| +0.6% | +$2.02K | 0.1% | 51 |
|
|
2019
Q4 | $783K | Sell |
9,610
-1,493
| -13% | -$122K | 0.19% | 41 |
|
|
2019
Q3 | $866K | Sell |
11,103
-700
| -6% | -$54.6K | 0.21% | 37 |
|
|
2019
Q2 | $1M | Buy |
11,803
+43
| +0.4% | +$3.65K | 0.26% | 32 |
|
|
2019
Q1 | $1.05M | Buy |
11,760
+39
| +0.3% | +$3.49K | 0.3% | 32 |
|
|
2018
Q4 | $904K | Buy |
11,721
+43
| +0.4% | +$3.32K | 0.3% | 33 |
|
|
2018
Q3 | $1.23M | Buy |
11,678
+64
| +0.6% | +$6.73K | 0.37% | 28 |
|
|
2018
Q2 | $1.22M | Sell |
11,614
-13
| -0.1% | -$1.37K | 0.39% | 28 |
|
|
2018
Q1 | $1.07M | Buy |
11,627
+32
| +0.3% | +$2.96K | 0.35% | 31 |
|
|
2017
Q4 | $1.15M | Buy |
11,595
+91
| +0.8% | +$9K | 0.39% | 29 |
|
|
2017
Q3 | $1.08M | Hold |
11,504
| – | – | 0.43% | 26 |
|
|
2017
Q2 | $1.02M | Buy |
11,504
+33
| +0.3% | +$2.92K | 0.4% | 27 |
|
|
2017
Q1 | $1.11M | Buy |
11,471
+30
| +0.3% | +$2.9K | 0.46% | 26 |
|
|
2016
Q4 | $1.2M | Buy |
11,441
+1,564
| +16% | +$164K | 0.53% | 28 |
|
|
2016
Q3 | $965K | Buy |
9,877
+993
| +11% | +$97K | 0.45% | 26 |
|
|
2016
Q2 | $845K | Buy |
+8,884
| New | +$845K | 0.44% | 23 |
|