Prospera Financial Services’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
2026 Q1	$5.91M	Buy	34,113 +941	+3%	+$142K	0.1%	235
2025 Q4	$4.18M	Buy	33,172 +2,129	+7%	+$267K	0.07%	283
2025 Q3	$3.91M	Sell	31,043 -988	-3%	-$122K	0.07%	303
2025 Q2	$3.82M	Buy	32,031 +20,417	+176%	+$2.38M	0.07%	288
2025 Q1	$1.51M	Buy	11,614 +807	+7%	+$102K	0.03%	447
2024 Q4	$1.31M	Sell	10,807 -2,769	-20%	-$353K	0.03%	470
2024 Q3	$1.66M	Buy	13,576 +7,515	+124%	+$940K	0.04%	378
2024 Q2	$774K	Buy	6,061 +1,590	+36%	+$207K	0.02%	573
2024 Q1	$589K	Sell	4,471 -7,458	-63%	-$894K	0.02%	655
2023 Q4	$1.4M	Buy	11,929 +3,318	+39%	+$398K	0.05%	384
2023 Q3	$1.09M	Buy	8,611 +337	+4%	+$41.3K	0.04%	405
2023 Q2	$934K	Buy	8,274 +3,892	+89%	+$438K	0.04%	435
2023 Q1	$501K	Sell	4,382 -3,582	-45%	-$425K	0.02%	612
2022 Q4	$966K	Buy	7,964 +893	+13%	+$109K	0.05%	366
2022 Q3	$718K	Hold	7,071	–	–	0.04%	440
2022 Q2	$703K	Sell	7,071 -515	-7%	-$57.6K	0.04%	445
2022 Q1	$812K	Buy	7,586 +3,249	+75%	+$313K	0.03%	474
2021 Q4	$337K	Sell	4,337 -772	-15%	-$61.4K	0.01%	678
2021 Q3	$378K	Buy	5,109 +898	+21%	+$62.6K	0.02%	605
2021 Q2	$319K	Buy	+4,211	New	+$305K	0.02%	641
2020 Q4	–	Sell	-2,165	Closed	-$87K	–	1538
2020 Q3	$87K	Buy	+2,165	New	+$103K	0.03%	448