Laurel Wealth Advisors (California)’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
Q4 | $619K | Buy |
5,100
+246
| +5% | +$29.9K | 0.06% | 315 |
|
|
2022
Q3 | $493K | Sell |
4,854
-236
| -5% | -$24K | 0.05% | 345 |
|
|
2022
Q2 | $507K | Buy |
5,090
+353
| +7% | +$35.2K | 0.05% | 354 |
|
|
2022
Q1 | $507K | Buy |
4,737
+687
| +17% | +$73.5K | 0.04% | 405 |
|
|
2021
Q4 | $314K | Buy |
4,050
+192
| +5% | +$14.9K | 0.02% | 603 |
|
|
2021
Q3 | $285K | Sell |
3,858
-349
| -8% | -$25.8K | 0.05% | 350 |
|
|
2021
Q2 | $319K | Buy |
4,207
+534
| +15% | +$40.5K | 0.04% | 389 |
|
|
2021
Q1 | $250K | Buy |
+3,673
| New | +$250K | 0.04% | 392 |
|