Plan Group Financial’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 | $363K | Hold |
3,049
| – | – | 0.12% | 121 |
|
|
2025
Q1 | $395K | Buy |
3,049
+1,000
| +49% | +$130K | 0.14% | 109 |
|
|
2024
Q4 | $249K | Hold |
2,049
| – | – | 0.13% | 97 |
|
|
2024
Q3 | $251K | Hold |
2,049
| – | – | 0.13% | 98 |
|
|
2024
Q2 | $261K | Hold |
2,049
| – | – | 0.16% | 78 |
|
|
2024
Q1 | $270K | Hold |
2,049
| – | – | 0.18% | 76 |
|
|
2023
Q4 | $240K | Hold |
2,049
| – | – | 0.21% | 61 |
|
|
2023
Q3 | $260K | Hold |
2,049
| – | – | 0.19% | 58 |
|
|
2023
Q2 | $250K | Buy |
+2,049
| New | +$250K | 0.21% | 57 |
|
|
2022
Q2 | $203K | Buy |
+2,049
| New | +$203K | 0.35% | 51 |
|