Smallwood Wealth Investment Management’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 Q1	$2.73M	Buy	21,035 +1,071	+5%	+$139K	1.72%	13
2024 Q4	$2.42M	Buy	+19,964	New	+$2.42M	1.65%	13
2022 Q2	–	Sell	-1,945	Closed	-$208K	–	67
2022 Q1	$208K	Buy	+1,945	New	+$208K	0.2%	54