Stapp 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 | – | Sell |
-20,604
| Closed | -$2.67M | – | 31 |
|
|
2025
Q1 | $2.67M | Buy |
20,604
+872
| +4% | +$113K | 4.12% | 12 |
|
|
2024
Q4 | $2.39M | Buy |
+19,732
| New | +$2.39M | 3.73% | 11 |
|
|
2023
Q4 | – | Sell |
-14,276
| Closed | -$1.81M | – | 25 |
|
|
2023
Q3 | $1.81M | Sell |
14,276
-9,357
| -40% | -$1.19M | 3.48% | 12 |
|
|
2023
Q2 | $2.67M | Sell |
23,633
-537
| -2% | -$60.6K | 5.28% | 7 |
|
|
2023
Q1 | $2.76M | Sell |
24,170
-7,892
| -25% | -$901K | 3.79% | 8 |
|
|
2022
Q4 | $3.89M | Sell |
32,062
-8,106
| -20% | -$983K | 9.32% | 3 |
|
|
2022
Q3 | $4.08M | Buy |
+40,168
| New | +$4.08M | 11.9% | 2 |
|