Valeo 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 | $1.22M | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $965K | Buy |
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|
2022
Q4 | $903K | Sell |
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|
2022
Q3 | $770K | Hold |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $974K | Buy |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $691K | Sell |
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|
2020
Q2 | $871K | Sell |
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|
2020
Q1 | $847K | Buy |
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|
2019
Q4 | $866K | Buy |
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|
2019
Q3 | $743K | Sell |
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|
2019
Q2 | $825K | Buy |
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|
2019
Q1 | $791K | Buy |
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|
2018
Q4 | $673K | Buy |
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|
2018
Q3 | $656K | Sell |
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|
2018
Q2 | $935K | Buy |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $236K | Buy |
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