Waldron Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $2.33M | Hold |
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|
2022
Q3 | $2.33M | Hold |
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|
2022
Q2 | $2.26M | Hold |
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|
2022
Q1 | $2.43M | Hold |
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|
2021
Q4 | $1.76M | Hold |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $2.82M | Hold |
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|
2021
Q1 | $2.52M | Hold |
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|
2020
Q4 | $1.93M | Hold |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $489K | Hold |
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|
2019
Q3 | $472K | Buy |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $305K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $270K | Buy |
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