Tyler-Stone 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 | $1.08M | Buy |
9,082
+735
| +9% | +$87.6K | 0.17% | 109 |
|
|
2025
Q1 | $1.08M | Buy |
8,347
+1,092
| +15% | +$142K | 0.19% | 101 |
|
|
2024
Q4 | $880K | Buy |
7,255
+439
| +6% | +$53.3K | 0.16% | 119 |
|
|
2024
Q3 | $835K | Buy |
6,816
+3,655
| +116% | +$448K | 0.16% | 127 |
|
|
2024
Q2 | $403K | Buy |
3,161
+192
| +6% | +$24.5K | 0.17% | 118 |
|
|
2024
Q1 | $391K | Buy |
2,969
+18
| +0.6% | +$2.37K | 0.17% | 117 |
|
|
2023
Q4 | $346K | Buy |
2,951
+59
| +2% | +$6.92K | 0.17% | 114 |
|
|
2023
Q3 | $367K | Sell |
2,892
-37
| -1% | -$4.7K | 0.21% | 98 |
|
|
2023
Q2 | $331K | Buy |
+2,929
| New | +$331K | 0.19% | 107 |
|
|
2022
Q4 | $354K | Buy |
2,918
+62
| +2% | +$7.52K | 0.24% | 90 |
|
|
2022
Q3 | $290K | Hold |
2,856
| – | – | 0.22% | 98 |
|
|
2022
Q2 | $284K | Buy |
2,856
+25
| +0.9% | +$2.49K | 0.19% | 110 |
|
|
2022
Q1 | $303K | Buy |
2,831
+215
| +8% | +$23K | 0.17% | 125 |
|
|
2021
Q4 | $203K | Buy |
+2,616
| New | +$203K | 0.11% | 180 |
|