VWA
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VSM Wealth Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

VSM Wealth Advisory’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.36K Buy
75
+11
+17% +$933 ﹤0.01% 413
2025
Q1 		$6.02K Hold
64
– – ﹤0.01% 392
2024
Q4 		$5.47K Buy
+64
New +$5.47K ﹤0.01% 389