Novak Financial Planning’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.31M Sell
17,191
-432
-2% -$32.8K 0.64% 52
2021
Q1
$1.2M Sell
17,623
-467
-3% -$31.7K 0.66% 51
2020
Q4
$938K Buy
+18,090
New +$938K 0.55% 54