Mosaic Family Wealth’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Hold |
0
| – | – | – | 726 |
|
|
2018
Q4 | – | Sell |
-526
| Closed | -$47K | – | 656 |
|
|
2018
Q3 | $47K | Sell |
526
-2,514
| -83% | -$225K | 0.02% | 325 |
|
|
2018
Q2 | $319K | Hold |
3,040
| – | – | 0.12% | 119 |
|
|
2018
Q1 | $281K | Hold |
3,040
| – | – | 0.1% | 129 |
|
|
2017
Q4 | $301K | Buy |
+3,040
| New | +$301K | 0.11% | 130 |
|