Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16K | Hold |
160
| – | – | 0.01% | 131 |
|
|
2022
Q1 | $17K | Buy |
160
+60
| +60% | +$6.38K | 0.01% | 121 |
|
|
2021
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 207 |
|
|
2020
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 347 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$1K | – | 865 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 783 |
|