JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Buy |
92
+14
| +18% | +$1.66K | ﹤0.01% | 454 |
|
|
2025
Q1 | $10.1K | Hold |
78
| – | – | ﹤0.01% | 457 |
|
|
2024
Q4 | $9.46K | Hold |
78
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $9.55K | Hold |
78
| – | – | ﹤0.01% | 463 |
|
|
2024
Q2 | $9.95K | Hold |
78
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $10.3K | Hold |
78
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $9.15K | Hold |
78
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $9.89K | Buy |
+78
| New | +$9.89K | ﹤0.01% | 467 |
|
|
2021
Q2 | – | Sell |
-203
| Closed | -$14K | – | 711 |
|
|
2021
Q1 | $14K | Sell |
203
-125
| -38% | -$8.62K | ﹤0.01% | 434 |
|
|
2020
Q4 | $17K | Buy |
+328
| New | +$17K | ﹤0.01% | 383 |
|
|
2020
Q1 | – | Sell |
-246
| Closed | -$20K | – | 609 |
|
|
2019
Q4 | $20K | Buy |
+246
| New | +$20K | ﹤0.01% | 352 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$4K | – | 703 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 542 |
|
|
2019
Q1 | $4K | Sell |
50
-15
| -23% | -$1.2K | ﹤0.01% | 472 |
|
|
2018
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 438 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$5K | – | 713 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 460 |
|
|
2018
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 427 |
|
|
2017
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 413 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 402 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 399 |
|
|
2017
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 402 |
|
|
2016
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 415 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$5K | – | 1669 |
|
|
2016
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 408 |
|
|
2016
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 444 |
|
|
2015
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 435 |
|
|
2015
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 435 |
|
|
2015
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 415 |
|
|
2015
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 427 |
|
|
2014
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 405 |
|
|
2014
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 410 |
|
|
2014
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 390 |
|
|
2014
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 375 |
|