Patriot Financial Group Insurance Agency’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-57
| Closed | -$6K | – | 1882 |
|
|
2022
Q2 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 1444 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$16K | – | 2249 |
|
|
2021
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q2 | $15K | Sell |
200
-164
| -45% | -$12.3K | ﹤0.01% | 1304 |
|
|
2021
Q1 | $25K | Buy |
364
+164
| +82% | +$11.3K | 0.01% | 1012 |
|
|
2020
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1238 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1480 |
|
|
2019
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1352 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1435 |
|