Plante Moran Financial Advisors’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
2023 Q2	–	Sell	-63	Closed	-$7.2K	–	902
2023 Q1	$7.2K	Sell	63 -61	-49%	-$7.23K	﹤0.01%	609
2022 Q4	$15K	Buy	124 +3	+2%	+$365	﹤0.01%	519
2022 Q3	$12K	Buy	+121	New	+$12.9K	﹤0.01%	561
2020 Q2	–	Sell	-183	Closed	-$7K	–	880
2020 Q1	$7K	Buy	+183	New	+$11.6K	﹤0.01%	541
2019 Q1	–	Sell	-108	Closed	-$8K	–	946
2018 Q4	$8K	Buy	+108	New	+$9.89K	﹤0.01%	542
2017 Q1	–	Sell	-11	Closed	-$1K	–	1034
2016 Q4	$1K	Buy	+11	New	+$1.1K	﹤0.01%	937
2016 Q1	–	Sell	-44	Closed	-$4K	–	1039
2015 Q4	$4K	Buy	+44	New	+$4.01K	﹤0.01%	785
2015 Q3	–	Sell	-4,330	Closed	-$463K	–	748
2015 Q2	$463K	Hold	4,330	–	–	0.33%	61
2015 Q1	$473K	Buy	+4,330	New	+$473K	0.33%	66
2014 Q4	–	Sell	-129	Closed	-$17K	–	859
2014 Q3	$17K	Hold	129	–	–	0.01%	432
2014 Q2	$19K	Buy	+129	New	+$17.5K	0.02%	393