Semus Wealth Partners’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,947
| Closed | -$580K | – | 138 |
|
|
2023
Q4 | $580K | Sell |
4,947
-860
| -15% | -$101K | 0.48% | 44 |
|
|
2023
Q3 | $736K | Buy |
5,807
+94
| +2% | +$11.9K | 0.69% | 32 |
|
|
2023
Q2 | $645K | Sell |
5,713
-40
| -0.7% | -$4.52K | 0.59% | 39 |
|
|
2023
Q1 | $657K | Buy |
5,753
+101
| +2% | +$11.5K | 0.71% | 31 |
|
|
2022
Q4 | $685K | Buy |
+5,652
| New | +$685K | 0.83% | 29 |
|