Trinity Financial Advisors’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	$492K	Buy	4,127 +15	+0.4%	+$1.79K	0.15%	56
2025 Q1	$495K	Buy	4,112 +2,223	+118%	+$267K	0.18%	48
2024 Q4	$232K	Sell	1,889 -170	-8%	-$20.9K	0.09%	75
2024 Q3	$232K	Buy	2,059 +15	+0.7%	+$1.69K	0.1%	74
2024 Q2	$263K	Buy	+2,044	New	+$263K	0.12%	66