Kathleen S. Wright Associates’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
Q3 | $126K | Hold |
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|
2025
Q2 | $119K | Buy |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | $84.9K | Buy |
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|
2024
Q3 | $79K | Hold |
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|
2024
Q2 | $82.3K | Hold |
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|
2024
Q1 | $84.9K | Hold |
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|
2023
Q4 | $75.6K | Hold |
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|
2023
Q3 | $81.7K | Hold |
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|
2023
Q2 | $72.8K | Hold |
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|
2023
Q1 | $73.7K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $50K | Buy |
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