Transform Wealth’s Vanguard Energy ETF VDE Stock Holding History

Transform Wealth’s Portfolio VDE Stock Details VDE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.63M	Sell
2024 Q4	$2.72M	Buy
2018 Q1	–	Sell
2017 Q4	$800K	Sell
2017 Q3	$1.21M	Buy
2017 Q2	–	Sell
2017 Q1	$1.25M	Hold
2016 Q4	$1.35M	Sell
2016 Q3	$1.3M	Hold
2016 Q2	$1.26M	Buy