Pathstone Family Office’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
2023
Q3
$6.67M Buy
2023
Q2
$228K Buy
2023
Q1
$229K Sell
2022
Q4
$5.66M Buy
2020
Q1
Sell
2019
Q4
$4.36M Sell
2019
Q3
$1.79M Hold
2019
Q2
$1.95M Hold
2019
Q1
$2.06M Buy