Transform Wealth’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
Q1 | $2.63M | Sell |
20,310
-2,096
| -9% | -$272K | 0.16% | 102 |
|
|
2024
Q4 | $2.72M | Buy |
+22,406
| New | +$2.72M | 0.15% | 105 |
|
|
2018
Q1 | – | Sell |
-8,080
| Closed | -$800K | – | 255 |
|
|
2017
Q4 | $800K | Sell |
8,080
-4,820
| -37% | -$477K | 0.15% | 161 |
|
|
2017
Q3 | $1.21M | Buy |
+12,900
| New | +$1.21M | 0.42% | 92 |
|
|
2017
Q2 | – | Sell |
-12,900
| Closed | -$1.25M | – | 182 |
|
|
2017
Q1 | $1.25M | Hold |
12,900
| – | – | 0.47% | 66 |
|
|
2016
Q4 | $1.35M | Sell |
12,900
-400
| -3% | -$41.9K | 0.54% | 57 |
|
|
2016
Q3 | $1.3M | Hold |
13,300
| – | – | 0.56% | 57 |
|
|
2016
Q2 | $1.27M | Buy |
+13,300
| New | +$1.27M | 0.53% | 63 |
|