SteelPeak Wealth’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
$337K Buy
2,831
+18
+0.6% +$2.14K 0.01% 389
2025
Q1
$365K Buy
2,813
+16
+0.6% +$2.08K 0.02% 369
2024
Q4
$339K Sell
2,797
-211
-7% -$25.6K 0.01% 367
2024
Q3
$372K Buy
3,008
+708
+31% +$87.5K 0.02% 350
2024
Q2
$296K Sell
2,300
-444
-16% -$57.1K 0.01% 362
2024
Q1
$361K Sell
2,744
-734
-21% -$96.7K 0.02% 322
2023
Q4
$408K Sell
3,478
-50
-1% -$5.86K 0.02% 290
2023
Q3
$450K Buy
3,528
+253
+8% +$32.3K 0.03% 262
2023
Q2
$373K Sell
3,275
-16
-0.5% -$1.82K 0.02% 281
2023
Q1
$376K Sell
3,291
-433
-12% -$49.5K 0.03% 264
2022
Q4
$452K Buy
3,724
+400
+12% +$48.5K 0.03% 257
2022
Q3
$342K Hold
3,324
0.03% 303
2022
Q2
$331K Sell
3,324
-340
-9% -$33.9K 0.02% 305
2022
Q1
$392K Buy
3,664
+57
+2% +$6.1K 0.02% 306
2021
Q4
$280K Buy
+3,607
New +$280K 0.02% 323