TPWM
Twelve Points Wealth Management’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
1,745
| – | – | 0.06% | 179 |
|
|
2025
Q1 | $226K | Hold |
1,745
| – | – | 0.06% | 158 |
|
|
2024
Q4 | $212K | Hold |
1,745
| – | – | 0.06% | 166 |
|
|
2024
Q3 | $214K | Sell |
1,745
-2
| -0.1% | -$245 | 0.07% | 172 |
|
|
2024
Q2 | $223K | Hold |
1,747
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $230K | Buy |
1,747
+2
| +0.1% | +$263 | 0.08% | 155 |
|
|
2023
Q4 | $205K | Hold |
1,745
| – | – | 0.1% | 155 |
|
|
2023
Q3 | $221K | Buy |
+1,745
| New | +$221K | 0.11% | 156 |
|
|
2023
Q1 | – | Sell |
-1,745
| Closed | -$212K | – | 171 |
|
|
2022
Q4 | $212K | Buy |
+1,745
| New | +$212K | 0.14% | 151 |
|