Mittelman 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
Q3
Sell
-16,658
Closed -$2.13M 69
2024
Q2
$2.13M Hold
16,658
1.38% 17
2024
Q1
$2.19M Buy
+16,658
New +$2.19M 1.49% 15