Kovitz Investment Group Partners
VDE icon

Kovitz Investment Group Partners’s Vanguard Energy ETF VDE Stock Holding History

Kovitz Investment Group Partners’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-22,715
Closed -$2.86M – 1284
2025
Q3 		$2.86M Buy
22,715
+1,064
+5% +$131K 0.01% 569
2025
Q2 		$2.58M Buy
21,651
+19,285
+815% +$2.24M 0.01% 575
2025
Q1 		$307K Buy
2,366
+20
+0.9% +$2.52K ﹤0.01% 1044
2024
Q4 		$285K Buy
+2,346
New +$299K ﹤0.01% 1057
2020
Q2 		– Sell
-5,666
Closed -$217K – 409
2020
Q1 		$217K Sell
5,666
-3,319
-37% -$211K 0.01% 349
2019
Q4 		$732K Sell
8,985
-1,525
-15% -$119K 0.02% 295
2019
Q3 		$820K Sell
10,510
-725
-6% -$58K 0.03% 283
2019
Q2 		$955K Buy
11,235
+442
+4% +$38K 0.03% 270
2019
Q1 		$965K Buy
+10,793
New +$937K 0.03% 281

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