Roberts Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $245K | Buy |
|