Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $906K | Sell |
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|
2025
Q2 | $859K | Sell |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $878K | Sell |
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|
2024
Q3 | $906K | Sell |
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|
2024
Q2 | $973K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $973K | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $854K | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $863K | Buy |
|