Sequent Planning’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 | $290K | Buy |
2,433
+95
| +4% | +$11.3K | 0.09% | 125 |
|
|
2025
Q1 | $303K | Buy |
2,338
+264
| +13% | +$34.2K | 0.11% | 114 |
|
|
2024
Q4 | $252K | Buy |
2,074
+293
| +16% | +$35.5K | 0.09% | 122 |
|
|
2024
Q3 | $218K | Buy |
1,781
+56
| +3% | +$6.86K | 0.08% | 137 |
|
|
2024
Q2 | $220K | Sell |
1,725
-41
| -2% | -$5.23K | 0.08% | 128 |
|
|
2024
Q1 | $233K | Buy |
+1,766
| New | +$233K | 0.08% | 126 |
|