Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-97
| Closed | -$12.4K | – | 498 |
|
|
2024
Q2 | $12.4K | Hold |
97
| – | – | ﹤0.01% | 316 |
|
|
2024
Q1 | $12.8K | Hold |
97
| – | – | ﹤0.01% | 295 |
|
|
2023
Q4 | $11.4K | Hold |
97
| – | – | ﹤0.01% | 313 |
|
|
2023
Q3 | $12.3K | Hold |
97
| – | – | ﹤0.01% | 306 |
|
|
2023
Q2 | $11.9K | Sell |
97
-290
| -75% | -$35.5K | ﹤0.01% | 309 |
|
|
2023
Q1 | $45.2K | Buy |
387
+3
| +0.8% | +$351 | 0.01% | 247 |
|
|
2022
Q4 | $46.6K | Buy |
384
+287
| +296% | +$34.8K | 0.01% | 239 |
|
|
2022
Q3 | $10K | Hold |
97
| – | – | ﹤0.01% | 408 |
|
|
2022
Q2 | $10K | Hold |
97
| – | – | ﹤0.01% | 422 |
|
|
2022
Q1 | $10K | Hold |
97
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $8K | Buy |
+97
| New | +$8K | ﹤0.01% | 423 |
|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$187K | – | 421 |
|
|
2017
Q3 | $187K | Sell |
2,000
-275
| -12% | -$25.7K | 0.12% | 78 |
|
|
2017
Q2 | $201K | Sell |
2,275
-275
| -11% | -$24.3K | 0.14% | 75 |
|
|
2017
Q1 | $247K | Hold |
2,550
| – | – | 0.18% | 49 |
|
|
2016
Q4 | $267K | Buy |
+2,550
| New | +$267K | 0.2% | 48 |
|