Univest Financial’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 | $461K | Buy |
3,866
+203
| +6% | +$24.2K | 0.03% | 192 |
|
|
2025
Q1 | $475K | Sell |
3,663
-257
| -7% | -$33.3K | 0.03% | 201 |
|
|
2024
Q4 | $476K | Hold |
3,920
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $480K | Buy |
+3,920
| New | +$480K | 0.03% | 197 |
|
|
2021
Q1 | – | Sell |
-34,873
| Closed | -$1.81M | – | 110 |
|
|
2020
Q4 | $1.81M | Buy |
+34,873
| New | +$1.81M | 0.52% | 50 |
|