MBA Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,326
| Closed | -$1.98M | – | 131 |
|
|
2022
Q4 | $1.98M | Buy |
16,326
+196
| +1% | +$23.8K | 1.3% | 23 |
|
|
2022
Q3 | $1.64M | Buy |
16,130
+3,628
| +29% | +$368K | 1.19% | 24 |
|
|
2022
Q2 | $1.24M | Buy |
12,502
+550
| +5% | +$54.7K | 0.85% | 34 |
|
|
2022
Q1 | $1.28M | Buy |
11,952
+1,322
| +12% | +$141K | 0.79% | 35 |
|
|
2021
Q4 | $825K | Buy |
+10,630
| New | +$825K | 0.51% | 55 |
|