SHFA
SC&H Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
2,848
+6
| +0.2% | +$715 | 0.06% | 108 |
|
|
2025
Q1 | $369K | Hold |
2,842
| – | – | 0.07% | 103 |
|
|
2024
Q4 | $345K | Buy |
2,842
+1
| +0% | +$121 | 0.07% | 108 |
|
|
2024
Q3 | $348K | Sell |
2,841
-1,302
| -31% | -$159K | 0.08% | 110 |
|
|
2024
Q2 | $529K | Hold |
4,143
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $546K | Buy |
4,143
+10
| +0.2% | +$1.32K | 0.14% | 85 |
|
|
2023
Q4 | $485K | Buy |
4,133
+21
| +0.5% | +$2.46K | 0.14% | 91 |
|
|
2023
Q3 | $521K | Sell |
4,112
-4,057
| -50% | -$514K | 0.17% | 84 |
|
|
2023
Q2 | $922K | Sell |
8,169
-10,679
| -57% | -$1.21M | 0.3% | 60 |
|
|
2023
Q1 | $2.15M | Buy |
18,848
+2,679
| +17% | +$306K | 0.78% | 25 |
|
|
2022
Q4 | $1.96M | Buy |
16,169
+1,772
| +12% | +$215K | 0.81% | 25 |
|
|
2022
Q3 | $1.46M | Buy |
14,397
+109
| +0.8% | +$11.1K | 0.73% | 30 |
|
|
2022
Q2 | $1.42M | Buy |
14,288
+4,297
| +43% | +$427K | 0.66% | 30 |
|
|
2022
Q1 | $1.07M | Buy |
9,991
+4,361
| +77% | +$467K | 0.51% | 43 |
|
|
2021
Q4 | $437K | Buy |
+5,630
| New | +$437K | 0.24% | 98 |
|