MCM
MontVue Capital Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Hold |
5,240
| – | – | 0.44% | 32 |
|
|
2025
Q1 | $680K | Sell |
5,240
-22
| -0.4% | -$2.85K | 0.54% | 31 |
|
|
2024
Q4 | $638K | Hold |
5,262
| – | – | 0.49% | 32 |
|
|
2024
Q3 | $644K | Sell |
5,262
-26
| -0.5% | -$3.18K | 0.49% | 33 |
|
|
2024
Q2 | $675K | Buy |
5,288
+811
| +18% | +$103K | 0.54% | 33 |
|
|
2024
Q1 | $590K | Buy |
4,477
+664
| +17% | +$87.4K | 0.52% | 30 |
|
|
2023
Q4 | $447K | Buy |
+3,813
| New | +$447K | 0.43% | 34 |
|