SC&H Financial 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
Q2 | $339K | Buy |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $922K | Sell |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $437K | Buy |
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