MPCL
My Personal CFO LLC’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
23,078
+2,558
| +12% | +$305K | 1.25% | 21 |
|
|
2025
Q1 | $2.66M | Buy |
20,520
+35
| +0.2% | +$4.54K | 1.34% | 20 |
|
|
2024
Q4 | $2.49M | Buy |
20,485
+4,030
| +24% | +$489K | 1.27% | 22 |
|
|
2024
Q3 | $2.02M | Buy |
16,455
+173
| +1% | +$21.2K | 1.1% | 26 |
|
|
2024
Q2 | $2.08M | Buy |
16,282
+86
| +0.5% | +$11K | 1.11% | 22 |
|
|
2024
Q1 | $2.13M | Buy |
16,196
+505
| +3% | +$66.5K | 1.23% | 20 |
|
|
2023
Q4 | $1.84M | Buy |
15,691
+47
| +0.3% | +$5.51K | 1.2% | 21 |
|
|
2023
Q3 | $1.98M | Sell |
15,644
-366
| -2% | -$46.4K | 1.6% | 17 |
|
|
2023
Q2 | $1.81M | Hold |
16,010
| – | – | 1.42% | 21 |
|
|
2023
Q1 | $1.83M | Buy |
16,010
+9,246
| +137% | +$1.06M | 1.56% | 20 |
|
|
2022
Q4 | $1.94M | Hold |
6,764
| – | – | 1.79% | 12 |
|
|
2022
Q3 | $687K | Sell |
6,764
-9,239
| -58% | -$938K | 1.04% | 24 |
|
|
2022
Q2 | $1.59M | Sell |
16,003
-1,653
| -9% | -$164K | 2.04% | 14 |
|
|
2022
Q1 | $1.89M | Sell |
17,656
-139
| -0.8% | -$14.9K | 1.96% | 15 |
|
|
2021
Q4 | $1.38M | Buy |
+17,795
| New | +$1.38M | 1.2% | 20 |
|