U.S. Capital Wealth 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
$386K Sell
3,243
-2,350
-42% -$280K 0.01% 662
2025
Q1
$726K Buy
5,593
+400
+8% +$51.9K 0.02% 498
2024
Q4
$630K Buy
+5,193
New +$630K 0.02% 512
2023
Q1
Sell
-55
Closed -$6.67K 1494
2022
Q4
$6.67K Buy
+55
New +$6.67K ﹤0.01% 1337