WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-199
| Closed | -$22.4K | – | 1139 |
|
|
2023
Q2 | $22.4K | Hold |
199
| – | – | ﹤0.01% | 657 |
|
|
2023
Q1 | $22.7K | Buy |
+199
| New | +$22.7K | ﹤0.01% | 700 |
|
|
2016
Q3 | $14.8K | Sell |
153
-922
| -86% | -$89.1K | ﹤0.01% | 535 |
|
|
2016
Q2 | $9.61K | Buy |
+1,075
| New | +$9.61K | ﹤0.01% | 1760 |
|
|
2015
Q4 | $33.7K | Buy |
+1,015
| New | +$33.7K | 0.01% | 731 |
|
|
2015
Q2 | $49K | Sell |
460
-164
| -26% | -$17.5K | 0.02% | 174 |
|
|
2015
Q1 | $68K | Buy |
+624
| New | +$68K | 0.03% | 212 |
|