Merriman 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
Q4 | $1.95M | Buy |
+16,063
| New | +$1.95M | 0.08% | 64 |
|
|
2023
Q1 | – | Sell |
-20,420
| Closed | -$2.48M | – | 221 |
|
|
2022
Q4 | $2.48M | Buy |
+20,420
| New | +$2.48M | 0.13% | 67 |
|
|
2022
Q2 | – | Sell |
-35,214
| Closed | -$3.77M | – | 207 |
|
|
2022
Q1 | $3.77M | Buy |
35,214
+942
| +3% | +$101K | 0.31% | 37 |
|
|
2021
Q4 | $2.66M | Buy |
+34,272
| New | +$2.66M | 0.19% | 61 |
|
|
2018
Q4 | – | Sell |
-25,948
| Closed | -$2.73M | – | 211 |
|
|
2018
Q3 | $2.73M | Buy |
+25,948
| New | +$2.73M | 0.58% | 36 |
|