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WealthPLAN Partners’s Vanguard Energy ETF VDE Stock Holding History

WealthPLAN Partners’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-199
Closed -$22.4K – 1139
2023
Q2 		$22.4K Hold
199
– – ﹤0.01% 657
2023
Q1 		$22.7K Buy
+199
New +$23.6K ﹤0.01% 700
2016
Q3 		$14.8K Sell
153
-922
-86% -$87.6K ﹤0.01% 535
2016
Q2 		$9.61K Buy
+1,075
New +$98.9K ﹤0.01% 1760
2015
Q4 		$33.7K Buy
+1,015
New +$92.6K 0.01% 731
2015
Q2 		$49K Sell
460
-164
-26% -$18.4K 0.02% 174
2015
Q1 		$68K Buy
+624
New +$68.2K 0.03% 212

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