Insight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,133
| Closed | -$261K | – | 301 |
|
|
2024
Q3 | $261K | Sell |
2,133
-926
| -30% | -$113K | 0.05% | 246 |
|
|
2024
Q2 | $390K | Sell |
3,059
-1,500
| -33% | -$191K | 0.07% | 186 |
|
|
2024
Q1 | $600K | Sell |
4,559
-2,568
| -36% | -$338K | 0.12% | 133 |
|
|
2023
Q4 | $836K | Sell |
7,127
-1,221
| -15% | -$143K | 0.18% | 94 |
|
|
2023
Q3 | $1.06M | Sell |
8,348
-2,979
| -26% | -$378K | 0.24% | 71 |
|
|
2023
Q2 | $1.28M | Sell |
11,327
-1,345
| -11% | -$152K | 0.29% | 58 |
|
|
2023
Q1 | $1.45M | Buy |
12,672
+296
| +2% | +$33.8K | 0.34% | 48 |
|
|
2022
Q4 | $1.44M | Buy |
12,376
+891
| +8% | +$104K | 0.5% | 46 |
|
|
2022
Q3 | $1.17M | Buy |
11,485
+326
| +3% | +$33.1K | 0.46% | 51 |
|
|
2022
Q2 | $1.12M | Buy |
11,159
+3,872
| +53% | +$390K | 0.38% | 66 |
|
|
2022
Q1 | $780K | Buy |
+7,287
| New | +$780K | 0.23% | 117 |
|