One Charles Private Wealth Services’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2025
Q1
$531K Buy
2024
Q4
$451K Buy
2024
Q3
$330K Sell
2024
Q2
$368K Buy
2024
Q1
$375K Buy
2023
Q4
$218K Buy