United Capital Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $716K | Sell |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $820K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $983K | Buy |
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|
2020
Q1 | $715K | Buy |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.7M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.44M | Sell |
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|
2018
Q1 | $2.36M | Sell |
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|
2017
Q4 | $2.7M | Buy |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.22M | Sell |
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|
2017
Q1 | $1.92M | Sell |
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|
2016
Q4 | $2.21M | Sell |
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|
2016
Q3 | $2.09M | Buy |
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|
2016
Q2 | $1.92M | Sell |
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|
2016
Q1 | $1.83M | Sell |
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|
2015
Q4 | $6.7M | Buy |
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|
2015
Q3 | $854K | Sell |
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|
2015
Q2 | $1.62M | Buy |
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|
2015
Q1 | $1.74M | Sell |
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|
2014
Q4 | $1.95M | Sell |
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|
2014
Q3 | $2.5M | Sell |
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|
2014
Q2 | $3.04M | Sell |
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|
2014
Q1 | $3.1M | Sell |
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|
2013
Q4 | $3.23M | Sell |
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|
2013
Q3 | $5.68M | Buy |
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