Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,465
| Closed | -$113K | – | 1061 |
|
|
2021
Q3 | $113K | Buy |
1,465
+585
| +66% | +$45.1K | 0.04% | 271 |
|
|
2021
Q2 | $67K | Sell |
880
-155
| -15% | -$11.8K | 0.03% | 272 |
|
|
2021
Q1 | $56K | Hold |
1,035
| – | – | 0.03% | 264 |
|
|
2020
Q4 | $56K | Sell |
1,035
-31
| -3% | -$1.68K | 0.03% | 262 |
|
|
2020
Q3 | $43K | Hold |
1,066
| – | – | 0.03% | 257 |
|
|
2020
Q2 | $54K | Sell |
1,066
-1,181
| -53% | -$59.8K | 0.04% | 214 |
|
|
2020
Q1 | $86K | Sell |
2,247
-68
| -3% | -$2.6K | 0.08% | 156 |
|
|
2019
Q4 | $189K | Sell |
2,315
-248
| -10% | -$20.2K | 0.15% | 108 |
|
|
2019
Q3 | $200K | Sell |
2,563
-40
| -2% | -$3.12K | 0.19% | 95 |
|
|
2019
Q2 | $221K | Sell |
2,603
-58
| -2% | -$4.92K | 0.19% | 100 |
|
|
2019
Q1 | $237K | Buy |
2,661
+1
| +0% | +$89 | 0.18% | 79 |
|
|
2018
Q4 | $205K | Buy |
+2,660
| New | +$205K | 0.15% | 84 |
|