Wealth Enhancement Advisory Services’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 | $6.17M | Sell |
50,448
-5,142
| -9% | -$628K | 0.01% | 817 |
|
2025
Q1 | $7.21M | Buy |
55,590
+19,161
| +53% | +$2.49M | 0.01% | 700 |
|
2024
Q4 | $4.42M | Buy |
36,429
+1,662
| +5% | +$202K | 0.01% | 843 |
|
2024
Q3 | $4.26M | Buy |
34,767
+436
| +1% | +$53.4K | 0.01% | 777 |
|
2024
Q2 | $4.38M | Buy |
34,331
+10,937
| +47% | +$1.4M | 0.01% | 720 |
|
2024
Q1 | $3.08M | Buy |
23,394
+2,049
| +10% | +$270K | 0.01% | 806 |
|
2023
Q4 | $2.5M | Sell |
21,345
-39,776
| -65% | -$4.66M | 0.01% | 830 |
|
2023
Q3 | $7.75M | Buy |
+61,121
| New | +$7.75M | 0.03% | 470 |
|