KCM Investment Advisors’s Vanguard Energy ETF VDE Stock Holding History

KCM Investment Advisors’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.42M	Sell	53,893 -4,978	-8%	-$593K	0.22%	81
2025 Q1	$7.64M	Sell	58,871 -3,308	-5%	-$429K	0.27%	65
2024 Q4	$7.54M	Sell	62,179 -4,562	-7%	-$553K	0.26%	69
2024 Q3	$8.17M	Sell	66,741 -248	-0.4%	-$30.4K	0.28%	73
2024 Q2	$8.55M	Sell	66,989 -294	-0.4%	-$37.5K	0.31%	69
2024 Q1	$8.86M	Sell	67,283 -331	-0.5%	-$43.6K	0.33%	71
2023 Q4	$7.93M	Sell	67,614 -6,157	-8%	-$722K	0.32%	70
2023 Q3	$9.35M	Buy	73,771 +6,163	+9%	+$781K	0.4%	58
2023 Q2	$7.63M	Buy	67,608 +5,555	+9%	+$627K	0.31%	72
2023 Q1	$7.09M	Buy	62,053 +2,357	+4%	+$269K	0.29%	82
2022 Q4	$7.24M	Buy	59,696 +1,107	+2%	+$134K	0.31%	79
2022 Q3	$5.95M	Sell	58,589 -12,801	-18%	-$1.3M	0.28%	83
2022 Q2	$7.1M	Sell	71,390 -1,846	-3%	-$184K	0.31%	77
2022 Q1	$7.84M	Buy	73,236 +6,855	+10%	+$734K	0.29%	82
2021 Q4	$5.15M	Buy	66,381 +7,446	+13%	+$578K	0.18%	104
2021 Q3	$4.36M	Buy	58,935 +24,661	+72%	+$1.82M	0.17%	105
2021 Q2	$2.6M	Buy	34,274 +6,881	+25%	+$522K	0.11%	139
2021 Q1	$1.86M	Buy	27,393 +3,834	+16%	+$261K	0.08%	156
2020 Q4	$1.22M	Sell	23,559 -38,922	-62%	-$2.02M	0.06%	169
2020 Q3	$2.52M	Sell	62,481 -19,157	-23%	-$772K	0.14%	114
2020 Q2	$4.11M	Sell	81,638 -4,604	-5%	-$232K	0.23%	85
2020 Q1	$3.3M	Buy	86,242 +7,469	+9%	+$285K	0.22%	90
2019 Q4	$6.42M	Sell	78,773 -43,275	-35%	-$3.53M	0.35%	74
2019 Q3	$9.52M	Sell	122,048 -17,025	-12%	-$1.33M	0.55%	54
2019 Q2	$11.8M	Buy	139,073 +104,123	+298%	+$8.85M	0.71%	44
2019 Q1	$3.12M	Buy	34,950 +8,148	+30%	+$728K	0.2%	106
2018 Q4	$2.07M	Buy	26,802 +17,815	+198%	+$1.37M	0.14%	142
2018 Q3	$945K	Buy	8,987 +5,445	+154%	+$573K	0.05%	247
2018 Q2	$372K	Buy	3,542 +650	+22%	+$68.3K	0.02%	403
2018 Q1	$267K	Buy	+2,892	New	+$267K	0.02%	454
2014 Q2	–	Sell	-2,025	Closed	-$260K	–	495
2014 Q1	$260K	Buy	+2,025	New	+$260K	0.03%	395