Planning Directions’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,617
| Closed | -$307K | – | 59 |
|
|
2019
Q2 | $307K | Sell |
3,617
-160
| -4% | -$13.6K | 0.31% | 44 |
|
|
2019
Q1 | $338K | Buy |
3,777
+23
| +0.6% | +$2.06K | 0.4% | 40 |
|
|
2018
Q4 | $289K | Sell |
3,754
-203
| -5% | -$15.6K | 0.36% | 41 |
|
|
2018
Q3 | $416K | Sell |
3,957
-367
| -8% | -$38.6K | 0.39% | 35 |
|
|
2018
Q2 | $454K | Sell |
4,324
-1,041
| -19% | -$109K | 0.44% | 36 |
|
|
2018
Q1 | $496K | Buy |
+5,365
| New | +$496K | 0.49% | 32 |
|