Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $488K | Buy |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $783K | Sell |
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|
2019
Q3 | $866K | Sell |
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|
2019
Q2 | $1M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $904K | Buy |
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|
2018
Q3 | $1.23M | Buy |
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|
2018
Q2 | $1.22M | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $1.08M | Hold |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $1.11M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $965K | Buy |
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|
2016
Q2 | $845K | Buy |
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