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Planning Capital Management Corporation’s Vanguard Energy ETF VDE Stock Holding History

Planning Capital Management Corporation’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$8.09K – 706
2023
Q4 		$8.09K Buy
+69
New +$8.27K 0.01% 435

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Planning Capital Management Corporation's VDE Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 69 shares — an estimated $8.09K sold.

Planning Capital Management Corporation first reported a position in VDE in Q4 2023 and held it in 1 quarter. The position peaked at $8.09K in Q4 2023. 630 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 69 Vanguard Energy ETF shares in Q1 2024, an estimated $8.09K.
  • Planning Capital Management Corporation first reported a position in Vanguard Energy ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Vanguard Energy ETF position peaked at $8.09K in Q4 2023.
  • 630 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.