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VCI Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

VCI Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,154
Closed -$441K – 110
2024
Q4 		$441K Buy
5,154
+1,104
+27% +$94.6K 0.19% 79
2024
Q3 		$356K Sell
4,050
-4,522
-53% -$397K 0.16% 88
2024
Q2 		$781K Buy
+8,572
New +$781K 0.39% 64