Walkner Condon Financial Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
2,069
| – | – | 0.05% | 243 |
|
|
2025
Q1 | $268K | Hold |
2,069
| – | – | 0.05% | 220 |
|
|
2024
Q4 | $251K | Hold |
2,069
| – | – | 0.05% | 240 |
|
|
2024
Q3 | $253K | Hold |
2,069
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $264K | Buy |
2,069
+2
| +0.1% | +$255 | 0.06% | 216 |
|
|
2024
Q1 | $272K | Buy |
2,067
+112
| +6% | +$14.8K | 0.06% | 224 |
|
|
2023
Q4 | $229K | Hold |
1,955
| – | – | 0.05% | 237 |
|
|
2023
Q3 | $248K | Hold |
1,955
| – | – | 0.07% | 215 |
|
|
2023
Q2 | $221K | Sell |
1,955
-30
| -2% | -$3.39K | 0.06% | 223 |
|
|
2023
Q1 | $227K | Sell |
1,985
-200
| -9% | -$22.8K | 0.06% | 211 |
|
|
2022
Q4 | $265K | Hold |
2,185
| – | – | 0.08% | 188 |
|
|
2022
Q3 | $222K | Sell |
2,185
-80
| -4% | -$8.13K | 0.07% | 200 |
|
|
2022
Q2 | $225K | Buy |
2,265
+40
| +2% | +$3.97K | 0.07% | 198 |
|
|
2022
Q1 | $238K | Buy |
+2,225
| New | +$238K | 0.07% | 193 |
|