Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Buy |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $814K | Sell |
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|
2024
Q4 | $805K | Sell |
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|
2024
Q3 | $855K | Sell |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $989K | Buy |
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|
2023
Q4 | $853K | Sell |
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|
2023
Q3 | $969K | Buy |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $874K | Sell |
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|
2022
Q3 | $773K | Sell |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $771K | Sell |
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|
2021
Q3 | $750K | Buy |
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|
2021
Q2 | $608K | Buy |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $349K | Buy |
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|
2017
Q4 | $355K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.05M | Sell |
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|
2014
Q2 | $3.78M | Buy |
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|
2014
Q1 | $182K | Sell |
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|
2013
Q4 | $208K | Buy |
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