Pinnacle Wealth Management Advisory Group’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,694
| Closed | -$223K | – | 365 |
|
|
2024
Q1 | $223K | Sell |
1,694
-123
| -7% | -$16.2K | 0.02% | 315 |
|
|
2023
Q4 | $213K | Sell |
1,817
-88
| -5% | -$10.3K | 0.03% | 305 |
|
|
2023
Q3 | $241K | Sell |
1,905
-233
| -11% | -$29.5K | 0.03% | 267 |
|
|
2023
Q2 | $241K | Buy |
2,138
+256
| +14% | +$28.9K | 0.03% | 278 |
|
|
2023
Q1 | $215K | Sell |
1,882
-418
| -18% | -$47.7K | 0.03% | 285 |
|
|
2022
Q4 | $279K | Buy |
+2,300
| New | +$279K | 0.04% | 231 |
|
|
2022
Q3 | – | Sell |
-2,254
| Closed | -$224K | – | 301 |
|
|
2022
Q2 | $224K | Sell |
2,254
-135
| -6% | -$13.4K | 0.04% | 259 |
|
|
2022
Q1 | $256K | Buy |
+2,389
| New | +$256K | 0.04% | 244 |
|