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Spearhead Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History

Spearhead Capital Advisors’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,955
Closed -$249K – 187
2020
Q2 		$249K Sell
4,955
-30,482
-86% -$1.5M 0.05% 130
2020
Q1 		$1.35M Buy
35,437
+3,987
+13% +$253K 0.39% 64
2019
Q4 		$2.56M Buy
31,450
+28,148
+852% +$2.19M 0.64% 56
2019
Q3 		$258K Sell
3,302
-83
-2% -$6.64K 0.07% 75
2019
Q2 		$288K Buy
3,385
+228
+7% +$19.6K 0.08% 71
2019
Q1 		$282K Buy
+3,157
New +$274K 0.09% 69

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AWS
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