Kathryn A. Hall’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,616
| Closed | -$457K | – | 7 |
|
|
2017
Q4 | $457K | Sell |
4,616
-8,000
| -63% | -$792K | 0.38% | 5 |
|
|
2017
Q3 | $1.18M | Sell |
12,616
-2,750
| -18% | -$257K | 1.15% | 2 |
|
|
2017
Q2 | $1.36M | Hold |
15,366
| – | – | 1.72% | 2 |
|
|
2017
Q1 | $1.49M | Hold |
15,366
| – | – | 1.71% | 2 |
|
|
2016
Q4 | $1.61M | Buy |
+15,366
| New | +$1.61M | 1.92% | 3 |
|