Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-202
| Closed | -$24.2K | – | 1021 |
|
|
2023
Q1 | $24.2K | Buy |
202
+2
| +1% | +$240 | 0.01% | 419 |
|
|
2022
Q4 | $24.9K | Buy |
200
+2
| +1% | +$249 | 0.01% | 421 |
|
|
2022
Q3 | $22K | Buy |
198
+2
| +1% | +$222 | 0.01% | 441 |
|
|
2022
Q2 | $22K | Buy |
196
+2
| +1% | +$224 | 0.01% | 456 |
|
|
2022
Q1 | $21K | Buy |
194
+2
| +1% | +$216 | 0.01% | 445 |
|
|
2021
Q4 | $15K | Buy |
192
+4
| +2% | +$313 | ﹤0.01% | 530 |
|
|
2021
Q3 | $14K | Hold |
188
| – | – | 0.01% | 520 |
|
|
2021
Q2 | $14K | Buy |
188
+4
| +2% | +$298 | 0.01% | 503 |
|
|
2021
Q1 | $13K | Hold |
184
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $10K | Sell |
184
-398
| -68% | -$21.6K | ﹤0.01% | 481 |
|
|
2020
Q3 | $23K | Sell |
582
-112
| -16% | -$4.43K | 0.01% | 149 |
|
|
2020
Q2 | $35K | Buy |
+694
| New | +$35K | 0.02% | 97 |
|