OneDigital Investment Advisors’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 | $394K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $677K | Sell |
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|
2023
Q1 | $698K | Buy |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Sell |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $127K | Buy |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $15K | Buy |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Buy |
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