TWA
Tillar-Wenstrup Advisors’s Vanguard Energy ETF VDE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-45,894
| Closed | -$4.82M | – | 59 |
|
2018
Q3 | $4.82M | Sell |
45,894
-8,616
| -16% | -$906K | 2.62% | 12 |
|
2018
Q2 | $5.73M | Sell |
54,510
-3,751
| -6% | -$394K | 3.19% | 11 |
|
2018
Q1 | $5.38M | Sell |
58,261
-6,937
| -11% | -$641K | 3.13% | 10 |
|
2017
Q4 | $6.45M | Buy |
65,198
+9,297
| +17% | +$920K | 5.03% | 3 |
|
2017
Q3 | $5.23M | Buy |
55,901
+27,318
| +96% | +$2.56M | 3.98% | 3 |
|
2017
Q2 | $2.53M | Buy |
28,583
+978
| +4% | +$86.6K | 1.97% | 21 |
|
2017
Q1 | $2.67M | Buy |
27,605
+8,129
| +42% | +$786K | 2.04% | 16 |
|
2016
Q4 | $2.04M | Buy |
+19,476
| New | +$2.04M | 1.72% | 29 |
|