Private Wealth Management Group’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
$21.8K Hold
183
0.01% 285
2025
Q1
$23.7K Hold
183
0.01% 263
2024
Q4
$22.2K Buy
183
+2
+1% +$242 0.01% 278
2024
Q3
$22.2K Buy
181
+1
+0.6% +$123 0.01% 265
2024
Q2
$22.9K Buy
+180
New +$22.9K 0.01% 257