Optimist Retirement Group’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 | – | Sell |
-1,750
| Closed | -$227K | – | 123 |
|
|
2025
Q1 | $227K | Buy |
1,750
+6
| +0.3% | +$778 | 0.11% | 102 |
|
|
2024
Q4 | $212K | Buy |
1,744
+12
| +0.7% | +$1.46K | 0.1% | 115 |
|
|
2024
Q3 | $212K | Buy |
1,732
+3
| +0.2% | +$368 | 0.1% | 120 |
|
|
2024
Q2 | $221K | Buy |
1,729
+57
| +3% | +$7.27K | 0.12% | 97 |
|
|
2024
Q1 | $220K | Buy |
+1,672
| New | +$220K | 0.11% | 87 |
|