Mutual Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
10,302
+5,172
| +101% | +$632K | 0.03% | 427 |
|
|
2025
Q1 | $588K | Sell |
5,130
-413
| -7% | -$47.3K | 0.02% | 650 |
|
|
2024
Q4 | $731K | Sell |
5,543
-469
| -8% | -$61.8K | 0.02% | 579 |
|
|
2024
Q3 | $753K | Buy |
6,012
+543
| +10% | +$68K | 0.02% | 575 |
|
|
2024
Q2 | $700K | Sell |
5,469
-862
| -14% | -$110K | 0.02% | 601 |
|
|
2024
Q1 | $834K | Buy |
6,331
+1,084
| +21% | +$143K | 0.03% | 536 |
|
|
2023
Q4 | $615K | Buy |
5,247
+670
| +15% | +$78.6K | 0.02% | 602 |
|
|
2023
Q3 | $580K | Buy |
4,577
+145
| +3% | +$18.4K | 0.02% | 580 |
|
|
2023
Q2 | $500K | Buy |
4,432
+142
| +3% | +$16K | 0.02% | 636 |
|
|
2023
Q1 | $490K | Buy |
4,290
+183
| +4% | +$20.9K | 0.02% | 628 |
|
|
2022
Q4 | $498K | Buy |
4,107
+773
| +23% | +$93.8K | 0.02% | 589 |
|
|
2022
Q3 | $339K | Buy |
+3,334
| New | +$339K | 0.02% | 675 |
|