Waverly Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $991K | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $348K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $31K | Sell |
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|
2015
Q2 | $45K | Sell |
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|
2015
Q1 | $84K | Buy |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $13K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $54K | Hold |
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|
2013
Q3 | $51K | Buy |
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