PFG Private Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1
Closed -$127 301
2023
Q3
$127 Hold
1
﹤0.01% 283
2023
Q2
$113 Hold
1
﹤0.01% 281
2023
Q1
$114 Sell
1
-14,706
-100% -$1.68M ﹤0.01% 281
2022
Q4
$1.78M Buy
14,707
+516
+4% +$62.6K 1.11% 18
2022
Q3
$1.44M Buy
+14,191
New +$1.44M 0.95% 22