JFS 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
Q2 | $197K | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $153K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $36K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.13M | Hold |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $1.73M | Sell |
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|
2016
Q2 | $1.92M | Buy |
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|
2016
Q1 | $1.49M | Sell |
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|
2015
Q4 | $1.58M | Buy |
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|
2015
Q3 | $146K | Sell |
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|
2015
Q2 | $195K | Hold |
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|
2015
Q1 | $199K | Sell |
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|
2014
Q4 | $285K | Buy |
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