SJGA
Stephen J. Garry & Associates’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,594
| Closed | -$466K | – | 48 |
|
|
2025
Q1 | $466K | Sell |
3,594
-7,440
| -67% | -$965K | 0.44% | 27 |
|
|
2024
Q4 | $1.34M | Sell |
11,034
-1,372
| -11% | -$166K | 1.24% | 16 |
|
|
2024
Q3 | $1.52M | Sell |
12,406
-2,118
| -15% | -$259K | 1.44% | 14 |
|
|
2024
Q2 | $1.85M | Sell |
14,524
-414
| -3% | -$52.8K | 1.88% | 13 |
|
|
2024
Q1 | $1.97M | Sell |
14,938
-3,411
| -19% | -$449K | 2.04% | 13 |
|
|
2023
Q4 | $2.15M | Buy |
+18,349
| New | +$2.15M | 2.38% | 14 |
|