Soltis 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
$284K Hold
2,385
0.02% 333
2025
Q1
$309K Buy
2,385
+114
+5% +$14.8K 0.03% 299
2024
Q4
$275K Sell
2,271
-60
-3% -$7.28K 0.03% 301
2024
Q3
$285K Buy
2,331
+650
+39% +$79.6K 0.03% 286
2024
Q2
$214K Buy
+1,681
New +$214K 0.02% 301