Mariner Independent Advisor Network’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,119
| Closed | -$934K | – | 304 |
|
|
2018
Q1 | $934K | Sell |
10,119
-226
| -2% | -$20.9K | 0.06% | 223 |
|
|
2017
Q4 | $1.02M | Buy |
+10,345
| New | +$1.02M | 0.11% | 178 |
|
|
2017
Q3 | – | Sell |
-45,802
| Closed | -$4.05M | – | 198 |
|
|
2017
Q2 | $4.05M | Buy |
45,802
+39,740
| +656% | +$3.52M | 0.58% | 56 |
|
|
2017
Q1 | $586K | Sell |
6,062
-36,809
| -86% | -$3.56M | 0.07% | 144 |
|
|
2016
Q4 | $4.49M | Buy |
+42,871
| New | +$4.49M | 0.73% | 42 |
|
|
2015
Q1 | – | Sell |
-2,033
| Closed | -$227K | – | 159 |
|
|
2014
Q4 | $227K | Buy |
+2,033
| New | +$227K | 0.11% | 151 |
|