SIC
SJS Investment Consulting’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Hold |
290
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $37.6K | Hold |
290
| – | – | 0.01% | 223 |
|
|
2024
Q4 | $35.2K | Sell |
290
-250
| -46% | -$30.3K | 0.01% | 217 |
|
|
2024
Q3 | $66.1K | Hold |
540
| – | – | 0.01% | 174 |
|
|
2024
Q2 | $68.9K | Hold |
540
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $71.1K | Sell |
540
-400
| -43% | -$52.7K | 0.01% | 150 |
|
|
2023
Q4 | $110K | Hold |
940
| – | – | 0.02% | 113 |
|
|
2023
Q3 | $119K | Sell |
940
-350
| -27% | -$44.4K | 0.03% | 101 |
|
|
2023
Q2 | $146K | Hold |
1,290
| – | – | 0.04% | 88 |
|
|
2023
Q1 | $147K | Sell |
1,290
-50
| -4% | -$5.71K | 0.04% | 87 |
|
|
2022
Q4 | $163K | Hold |
1,340
| – | – | 0.05% | 85 |
|
|
2022
Q3 | $136K | Buy |
+1,340
| New | +$136K | 0.05% | 99 |
|
|
2022
Q1 | $239K | Buy |
2,235
+1,957
| +704% | +$209K | 0.07% | 81 |
|
|
2021
Q4 | $22K | Buy |
+278
| New | +$22K | 0.01% | 264 |
|