Sequoia Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
|
|||||
|
2025
Q1 | $451K | Sell |
|
|||||
|
2024
Q4 | $493K | Buy |
|
|||||
|
2024
Q3 | $466K | Sell |
|
|||||
|
2024
Q2 | $558K | Sell |
|
|||||
|
2024
Q1 | $694K | Buy |
|
|||||
|
2023
Q4 | $460K | Buy |
|
|||||
|
2023
Q3 | $460K | Buy |
|
|||||
|
2023
Q2 | $409K | Sell |
|
|||||
|
2023
Q1 | $420K | Sell |
|
|||||
|
2022
Q4 | $514K | Buy |
|
|||||
|
2022
Q3 | $275K | Sell |
|
|||||
|
2022
Q2 | $299K | Sell |
|
|||||
|
2022
Q1 | $707K | Buy |
|
|||||
|
2021
Q4 | $223K | Buy |
|