Wealthcare Advisory Partners’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 | $261K | Buy |
2,188
+369
| +20% | +$44K | 0.01% | 842 |
|
|
2025
Q1 | $236K | Sell |
1,819
-150
| -8% | -$19.5K | 0.01% | 824 |
|
|
2024
Q4 | $239K | Sell |
1,969
-216
| -10% | -$26.2K | 0.01% | 785 |
|
|
2024
Q3 | $268K | Sell |
2,185
-116
| -5% | -$14.2K | 0.01% | 752 |
|
|
2024
Q2 | $294K | Sell |
2,301
-1,077
| -32% | -$137K | 0.01% | 687 |
|
|
2024
Q1 | $445K | Sell |
3,378
-76
| -2% | -$10K | 0.01% | 561 |
|
|
2023
Q4 | $405K | Buy |
3,454
+24
| +0.7% | +$2.81K | 0.02% | 526 |
|
|
2023
Q3 | $435K | Sell |
3,430
-306
| -8% | -$38.8K | 0.02% | 468 |
|
|
2023
Q2 | $422K | Sell |
3,736
-2,201
| -37% | -$248K | 0.02% | 481 |
|
|
2023
Q1 | $678K | Sell |
5,937
-779
| -12% | -$89K | 0.03% | 374 |
|
|
2022
Q4 | $814K | Buy |
6,716
+141
| +2% | +$17.1K | 0.04% | 313 |
|
|
2022
Q3 | $668K | Buy |
6,575
+573
| +10% | +$58.2K | 0.04% | 294 |
|
|
2022
Q2 | $597K | Sell |
6,002
-1,385
| -19% | -$138K | 0.04% | 291 |
|
|
2022
Q1 | $791K | Buy |
7,387
+3,201
| +76% | +$343K | 0.05% | 230 |
|
|
2021
Q4 | $325K | Buy |
+4,186
| New | +$325K | 0.02% | 425 |
|
|
2021
Q2 | – | Sell |
-1,592
| Closed | -$108K | – | 1807 |
|
|
2021
Q1 | $108K | Buy |
+1,592
| New | +$108K | 0.01% | 643 |
|
|
2020
Q2 | – | Sell |
-956
| Closed | -$37K | – | 1300 |
|
|
2020
Q1 | $37K | Buy |
956
+51
| +6% | +$1.97K | 0.01% | 572 |
|
|
2019
Q4 | $74K | Sell |
905
-500
| -36% | -$40.9K | 0.01% | 468 |
|
|
2019
Q3 | $110K | Buy |
1,405
+857
| +156% | +$67.1K | 0.02% | 359 |
|
|
2019
Q2 | $47K | Hold |
548
| – | – | 0.01% | 522 |
|
|
2019
Q1 | $49K | Sell |
548
-12
| -2% | -$1.07K | 0.01% | 471 |
|
|
2018
Q4 | $43K | Hold |
560
| – | – | 0.01% | 462 |
|
|
2018
Q3 | $59K | Hold |
560
| – | – | 0.01% | 433 |
|
|
2018
Q2 | $59K | Buy |
560
+429
| +327% | +$45.2K | 0.01% | 437 |
|
|
2018
Q1 | $12K | Buy |
131
+125
| +2,083% | +$11.5K | ﹤0.01% | 699 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 851 |
|