Uptown Financial 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	$2.83M	Buy	23,745 +2,483	+12%	+$296K	2.42%	12
2025 Q1	$2.76M	Buy	21,262 +361	+2%	+$46.8K	2.81%	11
2024 Q4	$2.54M	Buy	+20,901	New	+$2.54M	2.73%	10