Kovitz Investment Group Partners
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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
Q3 		$2.86M Buy
2025
Q2 		$2.58M Buy
2025
Q1 		$307K Buy
2024
Q4 		$285K Buy
2020
Q2 		– Sell
2020
Q1 		$217K Sell
2019
Q4 		$732K Sell
2019
Q3 		$820K Sell
2019
Q2 		$955K Buy
2019
Q1 		$965K Buy