Seamount Financial Group’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 | $2.98M | Buy |
25,011
+843
| +3% | +$100K | 1.53% | 20 |
|
|
2025
Q1 | $3.13M | Sell |
24,168
-14
| -0.1% | -$1.82K | 2.13% | 11 |
|
|
2024
Q4 | $2.93M | Buy |
24,182
+822
| +4% | +$99.7K | 2.03% | 12 |
|
|
2024
Q3 | $2.86M | Buy |
23,360
+158
| +0.7% | +$19.4K | 2.15% | 11 |
|
|
2024
Q2 | $2.96M | Buy |
23,202
+113
| +0.5% | +$14.4K | 2.41% | 9 |
|
|
2024
Q1 | $3.04M | Buy |
23,089
+225
| +1% | +$29.6K | 2.67% | 8 |
|
|
2023
Q4 | $2.68M | Buy |
+22,864
| New | +$2.68M | 2.57% | 8 |
|