Steel Grove Capital Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Hold |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $498K | Hold |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $792K | Sell |
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|
2022
Q4 | $871K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.78M | Sell |
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|
2020
Q3 | $3.75M | Hold |
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|
2020
Q2 | $4.69M | Sell |
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|
2020
Q1 | $4.34M | Buy |
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