IVC Wealth Advisors’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 | $574K | Sell |
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|
2025
Q2 | $597K | Sell |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $559K | Hold |
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|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $537K | Hold |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $470K | Hold |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $236K | Buy |
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