Spire Wealth Management’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 | $77.8K | Sell |
653
-186
| -22% | -$22.2K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $109K | Buy |
839
+186
| +28% | +$24.1K | ﹤0.01% | 1004 |
|
|
2024
Q4 | $79.2K | Sell |
653
-229
| -26% | -$27.8K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $108K | Sell |
882
-304
| -26% | -$37.2K | ﹤0.01% | 890 |
|
|
2024
Q2 | $151K | Sell |
1,186
-416
| -26% | -$53.1K | 0.01% | 794 |
|
|
2024
Q1 | $211K | Buy |
1,602
+100
| +7% | +$13.2K | ﹤0.01% | 753 |
|
|
2023
Q4 | $168K | Sell |
1,502
-2,681
| -64% | -$300K | 0.01% | 814 |
|
|
2023
Q3 | $530K | Buy |
4,183
+1,368
| +49% | +$173K | 0.02% | 468 |
|
|
2023
Q2 | $318K | Sell |
2,815
-100
| -3% | -$11.3K | 0.01% | 601 |
|
|
2023
Q1 | $333K | Buy |
2,915
+1,606
| +123% | +$183K | 0.01% | 591 |
|
|
2022
Q4 | $159K | Sell |
1,309
-615
| -32% | -$74.7K | 0.01% | 608 |
|
|
2022
Q3 | $195K | Sell |
1,924
-21,257
| -92% | -$2.15M | 0.01% | 536 |
|
|
2022
Q2 | $2.31M | Buy |
23,181
+19,655
| +557% | +$1.96M | 0.1% | 183 |
|
|
2022
Q1 | $382K | Sell |
3,526
-716
| -17% | -$77.6K | 0.01% | 651 |
|
|
2021
Q4 | $329K | Sell |
4,242
-5,813
| -58% | -$451K | 0.01% | 869 |
|
|
2021
Q3 | $743K | Buy |
10,055
+442
| +5% | +$32.7K | 0.02% | 479 |
|
|
2021
Q2 | $726K | Buy |
9,613
+5,820
| +153% | +$440K | 0.02% | 508 |
|
|
2021
Q1 | $260K | Buy |
+3,793
| New | +$260K | 0.01% | 948 |
|