Integrated Wealth Concepts’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
Q2
$327K Sell
2025
Q1
$371K Sell
2024
Q4
$370K Buy
2024
Q3
$320K Sell
2024
Q2
$353K Buy
2024
Q1
$300K Sell
2023
Q4
$347K Sell
2023
Q3
$441K Buy
2023
Q2
$362K Sell
2023
Q1
$770K Buy
2022
Q4
$213K Buy