Total Clarity Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
5,776
+2,809
| +95% | +$335K | 0.2% | 121 |
|
|
2025
Q1 | $360K | Hold |
2,967
| – | – | 0.12% | 179 |
|
|
2024
Q4 | $360K | Sell |
2,967
-264
| -8% | -$32K | 0.12% | 179 |
|
|
2024
Q3 | $396K | Sell |
3,231
-9,163
| -74% | -$1.12M | 0.13% | 162 |
|
|
2024
Q2 | $1.58M | Buy |
12,394
+8,023
| +184% | +$1.02M | 0.55% | 50 |
|
|
2024
Q1 | $576K | Sell |
4,371
-5,366
| -55% | -$707K | 0.2% | 133 |
|
|
2023
Q4 | $1.14M | Buy |
9,737
+7,339
| +306% | +$861K | 0.47% | 64 |
|
|
2023
Q3 | $304K | Sell |
2,398
-65
| -3% | -$8.24K | 0.15% | 156 |
|
|
2023
Q2 | $278K | Sell |
2,463
-569
| -19% | -$64.2K | 0.14% | 163 |
|
|
2023
Q1 | $346K | Buy |
3,032
+578
| +24% | +$66K | 0.19% | 115 |
|
|
2022
Q4 | $298K | Buy |
2,454
+336
| +16% | +$40.8K | 0.15% | 158 |
|
|
2022
Q3 | $215K | Buy |
2,118
+15
| +0.7% | +$1.52K | 0.13% | 201 |
|
|
2022
Q2 | $209K | Buy |
+2,103
| New | +$209K | 0.11% | 195 |
|