Precedent Wealth Partners’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 Q4	–	Sell	-2,246	Closed	-$275K	–	152
2024 Q3	$275K	Sell	2,246 -430	-16%	-$52.7K	0.09%	137
2024 Q2	$341K	Sell	2,676 -62	-2%	-$7.91K	0.14%	114
2024 Q1	$361K	Sell	2,738 -65	-2%	-$8.56K	0.16%	112
2023 Q4	$329K	Buy	+2,803	New	+$329K	0.17%	109