Lehman & Derafelo Financial Resources’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 | $727K | Buy |
5,997
+86
| +1% | +$10.4K | 0.22% | 53 |
|
|
2022
Q3 | $608K | Hold |
5,911
| – | – | 0.19% | 51 |
|
|
2022
Q2 | $588K | Hold |
5,911
| – | – | 0.18% | 55 |
|
|
2022
Q1 | $633K | Hold |
5,911
| – | – | 0.18% | 54 |
|
|
2021
Q4 | $459K | Hold |
5,911
| – | – | 0.14% | 62 |
|
|
2021
Q3 | $437K | Sell |
5,911
-200
| -3% | -$14.8K | 0.14% | 66 |
|
|
2021
Q2 | $464K | Hold |
6,111
| – | – | 0.13% | 70 |
|
|
2021
Q1 | $416K | Hold |
6,111
| – | – | 0.12% | 74 |
|
|
2020
Q4 | $317K | Buy |
6,111
+5,750
| +1,593% | +$298K | 0.09% | 84 |
|
|
2020
Q3 | $15K | Hold |
361
| – | – | ﹤0.01% | 180 |
|
|
2020
Q2 | $18K | Buy |
+361
| New | +$18K | 0.01% | 163 |
|