Mission Wealth Management’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
Q2 | $1.3M | Buy |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $901K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $989K | Sell |
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|
2023
Q2 | $895K | Sell |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $531K | Buy |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $325K | Sell |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $1.03M | Hold |
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|
2016
Q1 | $934K | Buy |
|