Resonant Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $874K | Buy |
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|
2024
Q4 | $804K | Buy |
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|
2024
Q3 | $576K | Sell |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $637K | Buy |
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|
2023
Q4 | $551K | Buy |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $892K | Buy |
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