MW
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Milestone Wealth’s Vanguard Energy ETF VDE Stock Holding History

Milestone Wealth’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$175K Hold
1,725
– – 0.2% 55
2022
Q2 		$172K Hold
1,725
– – 0.18% 58
2022
Q1 		$134K Hold
1,725
– – 0.11% 75
2021
Q4 		$134K Buy
+1,725
New +$134K 0.11% 75