KMS Financial Services’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $682K | Buy |
5,204
+309
| +6% | +$40.5K | 0.1% | 199 |
|
|
2014
Q2 | $705K | Buy |
4,895
+133
| +3% | +$19.2K | 0.1% | 202 |
|
|
2014
Q1 | $612K | Buy |
4,762
+1,044
| +28% | +$134K | 0.1% | 227 |
|
|
2013
Q4 | $470K | Buy |
3,718
+329
| +10% | +$41.6K | 0.08% | 281 |
|
|
2013
Q3 | $404K | Buy |
3,389
+757
| +29% | +$90.2K | 0.1% | 240 |
|
|
2013
Q2 | $296K | Buy |
+2,632
| New | +$296K | 0.08% | 264 |
|