Mason Investment Advisory Services’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $821K | Buy |
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|
2025
Q2 | $772K | Buy |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $717K | Buy |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $696K | Buy |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $617K | Hold |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $229K | Buy |
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