Private Wealth Advisors (California)’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 | $1.72M | Buy |
14,432
+169
| +1% | +$20.1K | 0.63% | 44 |
|
|
2025
Q1 | $1.85M | Buy |
14,263
+42
| +0.3% | +$5.45K | 0.67% | 39 |
|
|
2024
Q4 | $1.73M | Sell |
14,221
-71
| -0.5% | -$8.61K | 0.68% | 39 |
|
|
2024
Q3 | $1.79M | Sell |
14,292
-38
| -0.3% | -$4.76K | 0.69% | 42 |
|
|
2024
Q2 | $1.83M | Sell |
14,330
-40
| -0.3% | -$5.1K | 0.7% | 41 |
|
|
2024
Q1 | $1.89M | Sell |
14,370
-253
| -2% | -$33.3K | 0.77% | 38 |
|
|
2023
Q4 | $1.71M | Sell |
14,623
-504
| -3% | -$59.1K | 0.67% | 36 |
|
|
2023
Q3 | $1.92M | Buy |
15,127
+19
| +0.1% | +$2.41K | 0.81% | 34 |
|
|
2023
Q2 | $1.71M | Sell |
15,108
-46
| -0.3% | -$5.19K | 0.7% | 34 |
|
|
2023
Q1 | $1.73M | Sell |
15,154
-683
| -4% | -$78K | 0.73% | 35 |
|
|
2022
Q4 | $1.92M | Sell |
15,837
-30
| -0.2% | -$3.64K | 0.65% | 30 |
|
|
2022
Q3 | $1.61M | Sell |
15,867
-32
| -0.2% | -$3.25K | 0.75% | 33 |
|
|
2022
Q2 | $1.75M | Sell |
15,899
-895
| -5% | -$98.2K | 0.64% | 38 |
|
|
2022
Q1 | $1.8M | Sell |
16,794
-508
| -3% | -$54.4K | 0.57% | 36 |
|
|
2021
Q4 | $1.34M | Buy |
17,302
+103
| +0.6% | +$8K | 0.29% | 39 |
|
|
2021
Q3 | $1.34M | Sell |
17,199
-6,497
| -27% | -$507K | 0.32% | 44 |
|
|
2021
Q2 | $1.8M | Buy |
23,696
+79
| +0.3% | +$5.99K | 0.55% | 37 |
|
|
2021
Q1 | $1.61M | Sell |
23,617
-2,322
| -9% | -$158K | 0.54% | 35 |
|
|
2020
Q4 | $1.54M | Buy |
+25,939
| New | +$1.54M | 0.53% | 31 |
|