TWM
Tanglewood Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,335
| Closed | -$1.98M | – | 33 |
|
|
2023
Q1 | $1.98M | Sell |
17,335
-5,244
| -23% | -$599K | 0.29% | 22 |
|
|
2022
Q4 | $2.74M | Sell |
22,579
-10,025
| -31% | -$1.22M | 0.41% | 23 |
|
|
2022
Q3 | $3.31M | Buy |
32,604
+22,750
| +231% | +$2.31M | 0.5% | 21 |
|
|
2022
Q2 | $980K | Buy |
9,854
+4,215
| +75% | +$419K | 0.13% | 22 |
|
|
2022
Q1 | $604K | Buy |
+5,639
| New | +$604K | 0.09% | 24 |
|