Sequoia Financial Advisors’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 | $472K | Buy |
3,959
+481
| +14% | +$57.3K | ﹤0.01% | 1016 |
|
|
2025
Q1 | $451K | Sell |
3,478
-589
| -14% | -$76.4K | ﹤0.01% | 884 |
|
|
2024
Q4 | $493K | Buy |
4,067
+263
| +7% | +$31.9K | ﹤0.01% | 804 |
|
|
2024
Q3 | $466K | Sell |
3,804
-570
| -13% | -$69.8K | 0.01% | 776 |
|
|
2024
Q2 | $558K | Sell |
4,374
-894
| -17% | -$114K | 0.01% | 652 |
|
|
2024
Q1 | $694K | Buy |
5,268
+1,349
| +34% | +$178K | 0.01% | 582 |
|
|
2023
Q4 | $460K | Buy |
3,919
+289
| +8% | +$33.9K | 0.01% | 761 |
|
|
2023
Q3 | $460K | Buy |
3,630
+7
| +0.2% | +$887 | 0.01% | 538 |
|
|
2023
Q2 | $409K | Sell |
3,623
-55
| -1% | -$6.21K | 0.01% | 588 |
|
|
2023
Q1 | $420K | Sell |
3,678
-562
| -13% | -$64.2K | 0.01% | 520 |
|
|
2022
Q4 | $514K | Buy |
4,240
+1,535
| +57% | +$186K | 0.01% | 428 |
|
|
2022
Q3 | $275K | Sell |
2,705
-300
| -10% | -$30.5K | 0.01% | 406 |
|
|
2022
Q2 | $299K | Sell |
3,005
-3,598
| -54% | -$358K | 0.01% | 439 |
|
|
2022
Q1 | $707K | Buy |
6,603
+3,733
| +130% | +$400K | 0.02% | 294 |
|
|
2021
Q4 | $223K | Buy |
+2,870
| New | +$223K | 0.01% | 525 |
|