Raymond James Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $757K | Hold |
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|
2024
Q2 | $789K | Hold |
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|
2024
Q1 | $815K | Hold |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $757K | Hold |
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|
2023
Q2 | $674K | Sell |
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|
2023
Q1 | $704K | Hold |
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|
2022
Q4 | $747K | Hold |
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|
2022
Q3 | $626K | Buy |
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|
2022
Q2 | $594K | Hold |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | $709K | Hold |
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|
2021
Q2 | $728K | Sell |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $202K | Buy |
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