MWM
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Modern Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Modern Wealth Management’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
2,009
-28
-1% -$3.34K 0.01% 670
2025
Q1 		$264K Sell
2,037
-145
-7% -$18.8K 0.01% 568
2024
Q4 		$265K Buy
2,182
+22
+1% +$2.67K 0.01% 486
2024
Q3 		$265K Buy
+2,160
New +$265K 0.02% 367