Sound View Wealth Advisors Group’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 | $250K | Hold |
|
|||||
|
2025
Q1 | $273K | Hold |
|
|||||
|
2024
Q4 | $255K | Buy |
|
|||||
|
2024
Q3 | $245K | Sell |
|
|||||
|
2024
Q2 | $306K | Hold |
|
|||||
|
2024
Q1 | $316K | Sell |
|
|||||
|
2023
Q4 | $317K | Buy |
|
|||||
|
2023
Q3 | $319K | Hold |
|
|||||
|
2023
Q2 | $284K | Sell |
|
|||||
|
2023
Q1 | $567K | Buy |
|
|||||
|
2022
Q4 | $317K | Buy |
|