Kohmann Bosshard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
4,625
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $600K | Hold |
4,625
| – | – | 0.07% | 109 |
|
|
2024
Q4 | $561K | Sell |
4,625
-613
| -12% | -$74.4K | 0.07% | 107 |
|
|
2024
Q3 | $641K | Sell |
5,238
-1,000
| -16% | -$122K | 0.08% | 99 |
|
|
2024
Q2 | $796K | Sell |
6,238
-81
| -1% | -$10.3K | 0.11% | 84 |
|
|
2024
Q1 | $832K | Hold |
6,319
| – | – | 0.12% | 83 |
|
|
2023
Q4 | $741K | Hold |
6,319
| – | – | 0.11% | 85 |
|
|
2023
Q3 | $801K | Buy |
+6,319
| New | +$801K | 0.14% | 76 |
|