Signature Estate & Investment 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
$815K Sell
6,839
-138
-2% -$16.4K 0.02% 265
2025
Q1
$905K Buy
6,977
+91
+1% +$11.8K 0.02% 235
2024
Q4
$835K Buy
6,886
+354
+5% +$42.9K 0.02% 250
2024
Q3
$800K Buy
6,532
+42
+0.6% +$5.14K 0.02% 230
2024
Q2
$828K Buy
+6,490
New +$828K 0.02% 222
2017
Q2
Sell
-2,085
Closed -$202K 186
2017
Q1
$202K Buy
2,085
+311
+18% +$30.1K 0.03% 142
2016
Q4
$186K Sell
1,774
-3,811
-68% -$400K 0.03% 123
2016
Q3
$546K Sell
5,585
-706
-11% -$69K 0.08% 82
2016
Q2
$598K Sell
6,291
-498
-7% -$47.3K 0.1% 80
2016
Q1
$583K Sell
6,789
-28,103
-81% -$2.41M 0.1% 83
2015
Q4
$2.9M Sell
34,892
-34,053
-49% -$2.83M 0.5% 48
2015
Q3
$5.84M Buy
+68,945
New +$5.84M 1.22% 35