Rialto Wealth Management’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
$20K Sell
168
-462
-73% -$55K 0.01% 353
2025
Q1
$81.7K Sell
630
-269
-30% -$34.9K 0.03% 212
2024
Q4
$109K Buy
+899
New +$109K 0.04% 185