SWM
Sugarloaf Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$107 | – | 715 |
|
|
2024
Q3 | $107 | Hold |
1
| – | – | ﹤0.01% | 664 |
|
|
2024
Q2 | $111 | Hold |
1
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $115 | Hold |
1
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $102 | Sell |
1
-809
| -100% | -$82.5K | ﹤0.01% | 674 |
|
|
2023
Q3 | $103K | Sell |
810
-12,913
| -94% | -$1.64M | 0.03% | 210 |
|
|
2023
Q2 | $1.55M | Buy |
13,723
+506
| +4% | +$57.1K | 0.36% | 37 |
|
|
2023
Q1 | $1.51M | Buy |
13,217
+2,422
| +22% | +$277K | 0.37% | 37 |
|
|
2022
Q4 | $1.31M | Buy |
+10,795
| New | +$1.31M | 0.33% | 38 |
|