Keudell/Morrison Wealth Management’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
Q2 | $4.14M | Buy |
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|
2025
Q1 | $4.46M | Sell |
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|
2024
Q4 | $4.23M | Sell |
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|
2024
Q3 | $4.3M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $4.29M | Buy |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $4.3M | Sell |
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|
2023
Q2 | $3.95M | Buy |
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|
2023
Q1 | $3.95M | Buy |
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|
2022
Q4 | $4.17M | Sell |
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|
2022
Q3 | $4.33M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $4.96M | Sell |
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|
2021
Q4 | $7.53M | Sell |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $8.02M | Buy |
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|
2021
Q1 | $6.84M | Sell |
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|
2020
Q4 | $5.75M | Buy |
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|
2020
Q3 | $3.55M | Buy |
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