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