SIS
Strategic Investment Solutions’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
21,720
+20,111
| +1,250% | +$2.4M | 0.78% | 30 |
|
|
2025
Q1 | $209K | Sell |
1,609
-697
| -30% | -$90.5K | 0.06% | 102 |
|
|
2024
Q4 | $276K | Buy |
2,306
+1,467
| +175% | +$175K | 0.09% | 87 |
|
|
2024
Q3 | $103K | Sell |
839
-962
| -53% | -$118K | 0.03% | 143 |
|
|
2024
Q2 | $229K | Buy |
+1,801
| New | +$229K | 0.07% | 90 |
|
|
2023
Q4 | $170K | Sell |
1,449
-134,155
| -99% | -$15.7M | 0.03% | 223 |
|
|
2023
Q3 | $16.4M | Buy |
135,604
+132,599
| +4,413% | +$16.1M | 0.2% | 74 |
|
|
2023
Q2 | $323K | Sell |
3,005
-2,069
| -41% | -$222K | 0.07% | 96 |
|
|
2023
Q1 | $580K | Buy |
5,074
+204
| +4% | +$23.3K | 0.11% | 99 |
|
|
2022
Q4 | $583K | Buy |
+4,870
| New | +$583K | 0.29% | 46 |
|