JWS
Juncture Wealth Strategies’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,724
| Closed | -$227K | – | 124 |
|
|
2024
Q1 | $227K | Sell |
1,724
-226
| -12% | -$29.8K | 0.1% | 104 |
|
|
2023
Q4 | $229K | Sell |
1,950
-291
| -13% | -$34.1K | 0.1% | 96 |
|
|
2023
Q3 | $284K | Sell |
2,241
-115
| -5% | -$14.6K | 0.14% | 103 |
|
|
2023
Q2 | $266K | Sell |
2,356
-162
| -6% | -$18.3K | 0.12% | 105 |
|
|
2023
Q1 | $288K | Sell |
2,518
-312
| -11% | -$35.6K | 0.14% | 97 |
|
|
2022
Q4 | $343K | Sell |
2,830
-87
| -3% | -$10.6K | 0.16% | 88 |
|
|
2022
Q3 | $296K | Buy |
2,917
+33
| +1% | +$3.35K | 0.15% | 90 |
|
|
2022
Q2 | $287K | Buy |
+2,884
| New | +$287K | 0.14% | 94 |
|