PDS Planning’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 | $513K | Buy |
4,308
+10
| +0.2% | +$1.19K | 0.04% | 230 |
|
|
2025
Q1 | $557K | Sell |
4,298
-27
| -0.6% | -$3.5K | 0.05% | 193 |
|
|
2024
Q4 | $525K | Buy |
4,325
+8
| +0.2% | +$970 | 0.05% | 178 |
|
|
2024
Q3 | $529K | Buy |
4,317
+23
| +0.5% | +$2.82K | 0.05% | 185 |
|
|
2024
Q2 | $548K | Buy |
4,294
+164
| +4% | +$20.9K | 0.06% | 158 |
|
|
2024
Q1 | $544K | Buy |
4,130
+2
| +0% | +$263 | 0.06% | 151 |
|
|
2023
Q4 | $484K | Buy |
4,128
+6
| +0.1% | +$704 | 0.06% | 150 |
|
|
2023
Q3 | $522K | Buy |
4,122
+3
| +0.1% | +$380 | 0.07% | 123 |
|
|
2023
Q2 | $465K | Hold |
4,119
| – | – | 0.06% | 147 |
|
|
2023
Q1 | $471K | Buy |
4,119
+3
| +0.1% | +$343 | 0.06% | 128 |
|
|
2022
Q4 | $499K | Buy |
4,116
+7
| +0.2% | +$849 | 0.08% | 97 |
|
|
2022
Q3 | $417K | Hold |
4,109
| – | – | 0.08% | 96 |
|
|
2022
Q2 | $409K | Buy |
4,109
+3
| +0.1% | +$299 | 0.07% | 112 |
|
|
2022
Q1 | $440K | Buy |
4,106
+2
| +0% | +$214 | 0.08% | 103 |
|
|
2021
Q4 | $319K | Buy |
4,104
+8
| +0.2% | +$622 | 0.06% | 131 |
|
|
2021
Q3 | $303K | Hold |
4,096
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $311K | Buy |
4,096
+5
| +0.1% | +$380 | 0.08% | 124 |
|
|
2021
Q1 | $278K | Hold |
4,091
| – | – | 0.08% | 117 |
|
|
2020
Q4 | $212K | Buy |
+4,091
| New | +$212K | 0.07% | 142 |
|