Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-364
| Closed | -$27K | – | 302 |
|
|
2019
Q4 | $27K | Hold |
364
| – | – | 0.02% | 218 |
|
|
2019
Q3 | $28K | Hold |
364
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $31K | Hold |
364
| – | – | 0.02% | 244 |
|
|
2019
Q1 | $33K | Hold |
364
| – | – | 0.02% | 260 |
|
|
2018
Q4 | $28K | Buy |
+364
| New | +$28K | 0.02% | 274 |
|