Integrated Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-27
| Closed | -$3K | – | 978 |
|
|
2016
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 1026 |
|
|
2016
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 1027 |
|
|
2016
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1025 |
|
|
2015
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1116 |
|
|
2015
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1131 |
|
|
2015
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 1082 |
|
|
2015
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1121 |
|