Journey Advisory Group’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,133
| Closed | -$281K | – | 236 |
|
|
2024
Q1 | $281K | Hold |
2,133
| – | – | 0.03% | 200 |
|
|
2023
Q4 | $250K | Hold |
2,133
| – | – | 0.03% | 191 |
|
|
2023
Q3 | $270K | Buy |
2,133
+50
| +2% | +$6.34K | 0.04% | 184 |
|
|
2023
Q2 | $235K | Buy |
2,083
+150
| +8% | +$16.9K | 0.04% | 207 |
|
|
2023
Q1 | $221K | Hold |
1,933
| – | – | 0.03% | 220 |
|
|
2022
Q4 | $234K | Buy |
+1,933
| New | +$234K | 0.06% | 204 |
|