Summit Trail Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Hold |
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|
2018
Q2 | $206K | Hold |
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|
2018
Q1 | $206K | Hold |
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|
2017
Q4 | $207K | Buy |
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