SVWAG
Sound View Wealth Advisors Group’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
2,102
| – | – | 0.02% | 374 |
|
|
2025
Q1 | $273K | Hold |
2,102
| – | – | 0.02% | 351 |
|
|
2024
Q4 | $255K | Buy |
2,102
+100
| +5% | +$12.1K | 0.02% | 366 |
|
|
2024
Q3 | $245K | Sell |
2,002
-400
| -17% | -$49K | 0.02% | 368 |
|
|
2024
Q2 | $306K | Hold |
2,402
| – | – | 0.03% | 298 |
|
|
2024
Q1 | $316K | Sell |
2,402
-300
| -11% | -$39.5K | 0.03% | 300 |
|
|
2023
Q4 | $317K | Buy |
2,702
+188
| +7% | +$22.1K | 0.04% | 292 |
|
|
2023
Q3 | $319K | Hold |
2,514
| – | – | 0.04% | 278 |
|
|
2023
Q2 | $284K | Sell |
2,514
-2,450
| -49% | -$277K | 0.04% | 297 |
|
|
2023
Q1 | $567K | Buy |
4,964
+2,262
| +84% | +$258K | 0.08% | 202 |
|
|
2022
Q4 | $317K | Buy |
+2,702
| New | +$317K | 0.04% | 292 |
|