Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,952
| Closed | -$687K | – | 237 |
|
|
2019
Q4 | $687K | Buy |
+55,952
| New | +$687K | 0.03% | 170 |
|
|
2017
Q2 | – | Sell |
-2,245
| Closed | -$219K | – | 84 |
|
|
2017
Q1 | $219K | Buy |
+2,245
| New | +$219K | 0.19% | 75 |
|
|
2016
Q4 | – | Sell |
-2,551
| Closed | -$249K | – | 64 |
|
|
2016
Q3 | $249K | Buy |
2,551
+169
| +7% | +$16.5K | 0.27% | 65 |
|
|
2016
Q2 | $227K | Buy |
+2,382
| New | +$227K | 0.27% | 63 |
|