Strait & Sound 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
$280K Sell
2,350
-252
-10% -$30K 0.12% 120
2025
Q1
$338K Buy
2,602
+126
+5% +$16.3K 0.16% 104
2024
Q4
$300K Buy
2,476
+82
+3% +$9.95K 0.14% 112
2024
Q3
$293K Buy
+2,394
New +$293K 0.14% 112