Surevest’s Vanguard Energy ETF VDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$171K	Hold	1,682	–	–	0.05%	142
2022 Q2	$167K	Buy	1,682 +18	+1%	+$1.79K	0.04%	146
2022 Q1	$178K	Buy	1,664 +1	+0.1%	+$107	0.04%	137
2021 Q4	$129K	Buy	+1,663	New	+$129K	0.03%	138