Moneta Group Investment Advisors’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
Q3
$1.15M Buy
2025
Q2
$1.07M Sell
2025
Q1
$1.19M Sell
2024
Q4
$1.11M Buy
2024
Q3
$1.12M Sell
2024
Q2
$1.17M Buy
2024
Q1
$1.2M Buy
2023
Q4
$383K Buy
2023
Q3
$374K Buy
2023
Q2
$303K Sell
2023
Q1
$339K Sell
2022
Q4
$377K Sell
2022
Q3
$470K Sell
2022
Q2
$553K Buy
2022
Q1
$500K Buy
2021
Q4
$339K Buy
2021
Q3
$322K Sell
2021
Q2
$331K Sell
2021
Q1
$344K Buy
2018
Q4
Sell
2018
Q3
$364K Buy