VDFA
Vickerman & Driscoll Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $1.63M | Buy |
+42,705
| New | +$1.63M | 1% | 39 |
|
2019
Q2 | – | Sell |
-8,024
| Closed | -$717K | – | 72 |
|
2019
Q1 | $717K | Sell |
8,024
-5,199
| -39% | -$465K | 0.4% | 51 |
|
2018
Q4 | $1.02M | Buy |
13,223
+420
| +3% | +$32.4K | 0.79% | 38 |
|
2018
Q3 | $1.35M | Buy |
12,803
+156
| +1% | +$16.4K | 0.94% | 35 |
|
2018
Q2 | $1.33M | Sell |
12,647
-508
| -4% | -$53.4K | 0.97% | 34 |
|
2018
Q1 | $1.22M | Buy |
13,155
+1,404
| +12% | +$130K | 0.9% | 36 |
|
2017
Q4 | $1.16M | Buy |
+11,751
| New | +$1.16M | 0.91% | 38 |
|