LRI Investments’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 Q2	$3.49M	Buy	29,338 +2,568	+10%	+$306K	0.3%	37
2025 Q1	$3.47M	Buy	26,770 +26,328	+5,957%	+$3.42M	0.34%	34
2024 Q4	$53.7K	Buy	442 +2	+0.5%	+$243	0.01%	518
2024 Q3	$58.4K	Buy	+440	New	+$58.4K	0.01%	495