Sowell Financial Services’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 | $205K | Sell |
1,722
-61
| -3% | -$7.27K | 0.01% | 963 |
|
|
2025
Q1 | $231K | Buy |
+1,783
| New | +$231K | 0.01% | 876 |
|
|
2023
Q2 | – | Sell |
-2,342
| Closed | -$267K | – | 823 |
|
|
2023
Q1 | $267K | Buy |
+2,342
| New | +$267K | 0.02% | 601 |
|
|
2021
Q2 | – | Sell |
-904
| Closed | -$66K | – | 2649 |
|
|
2021
Q1 | $66K | Buy |
904
+207
| +30% | +$15.1K | ﹤0.01% | 1539 |
|
|
2020
Q4 | $36K | Buy |
697
+30
| +4% | +$1.55K | ﹤0.01% | 1521 |
|
|
2020
Q3 | $27K | Sell |
667
-814
| -55% | -$33K | ﹤0.01% | 1437 |
|
|
2020
Q2 | $74K | Buy |
1,481
+31
| +2% | +$1.55K | ﹤0.01% | 1056 |
|
|
2020
Q1 | $55K | Sell |
1,450
-19,706
| -93% | -$747K | ﹤0.01% | 1022 |
|
|
2019
Q4 | $1.72M | Buy |
21,156
+20,565
| +3,480% | +$1.68M | 0.13% | 172 |
|
|
2019
Q3 | $46K | Buy |
+591
| New | +$46K | ﹤0.01% | 1025 |
|
|
2019
Q1 | $3.14M | Buy |
+35,161
| New | +$3.14M | 0.35% | 63 |
|
|
2018
Q3 | – | Sell |
-21,459
| Closed | -$2.2M | – | 449 |
|
|
2018
Q2 | $2.2M | Buy |
21,459
+9,715
| +83% | +$996K | 0.47% | 57 |
|
|
2018
Q1 | $1.19M | Buy |
11,744
+2,299
| +24% | +$233K | 0.3% | 79 |
|
|
2017
Q4 | $988K | Buy |
9,445
+756
| +9% | +$79.1K | 0.24% | 95 |
|
|
2017
Q3 | $815K | Buy |
8,689
+6,075
| +232% | +$570K | 0.21% | 100 |
|
|
2017
Q2 | $231K | Hold |
2,614
| – | – | 0.07% | 219 |
|
|
2017
Q1 | $243K | Buy |
2,614
+2,270
| +660% | +$211K | 0.07% | 216 |
|
|
2016
Q4 | $35K | Buy |
+344
| New | +$35K | 0.01% | 374 |
|