McKinley Carter Wealth Services’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 | $6.1M | Buy |
51,239
+166
| +0.3% | +$19.8K | 0.34% | 61 |
|
|
2025
Q1 | $6.62M | Buy |
51,073
+735
| +1% | +$95.3K | 0.41% | 52 |
|
|
2024
Q4 | $6.11M | Buy |
50,338
+1,321
| +3% | +$160K | 0.37% | 62 |
|
|
2024
Q3 | $6M | Buy |
49,017
+1,128
| +2% | +$138K | 0.36% | 59 |
|
|
2024
Q2 | $6.11M | Buy |
47,889
+2,743
| +6% | +$350K | 0.39% | 59 |
|
|
2024
Q1 | $5.95M | Buy |
45,146
+3,792
| +9% | +$499K | 0.4% | 60 |
|
|
2023
Q4 | $4.85M | Buy |
41,354
+776
| +2% | +$91K | 0.35% | 63 |
|
|
2023
Q3 | $5.14M | Buy |
40,578
+633
| +2% | +$80.2K | 0.41% | 55 |
|
|
2023
Q2 | $4.51M | Buy |
39,945
+993
| +3% | +$112K | 0.34% | 58 |
|
|
2023
Q1 | $4.45M | Buy |
38,952
+3,917
| +11% | +$447K | 0.35% | 60 |
|
|
2022
Q4 | $4.25M | Buy |
35,035
+3,843
| +12% | +$466K | 0.36% | 60 |
|
|
2022
Q3 | $3.17M | Buy |
31,192
+24,617
| +374% | +$2.5M | 0.29% | 67 |
|
|
2022
Q2 | $654K | Buy |
+6,575
| New | +$654K | 0.06% | 170 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$3K | – | 371 |
|
|
2018
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 415 |
|