Laidlaw Wealth Management’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
Q1 | – | Sell |
-1,681
| Closed | -$204K | – | 151 |
|
|
2024
Q4 | $204K | Buy |
+1,681
| New | +$204K | 0.09% | 165 |
|
|
2023
Q3 | – | Sell |
-2,689
| Closed | -$304K | – | 369 |
|
|
2023
Q2 | $304K | Buy |
2,689
+35
| +1% | +$3.95K | 0.06% | 264 |
|
|
2023
Q1 | $303K | Sell |
2,654
-704
| -21% | -$80.4K | 0.06% | 265 |
|
|
2022
Q4 | $407K | Buy |
3,358
+602
| +22% | +$73K | 0.09% | 220 |
|
|
2022
Q3 | $280K | Buy |
+2,756
| New | +$280K | 0.07% | 249 |
|
|
2022
Q2 | – | Sell |
-2,164
| Closed | -$232K | – | 418 |
|
|
2022
Q1 | $232K | Buy |
+2,164
| New | +$232K | 0.04% | 347 |
|
|
2021
Q3 | – | Sell |
-3,231
| Closed | -$245K | – | 284 |
|
|
2021
Q2 | $245K | Buy |
+3,231
| New | +$245K | 0.06% | 219 |
|