Wealthspire Advisors (New York)’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 | $548K | Hold |
4,601
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $597K | Sell |
4,601
-56
| -1% | -$7.26K | ﹤0.01% | 475 |
|
|
2024
Q4 | $565K | Buy |
4,657
+2
| +0% | +$243 | 0.01% | 487 |
|
|
2024
Q3 | $570K | Buy |
4,655
+1
| +0% | +$122 | 0.01% | 464 |
|
|
2024
Q2 | $594K | Buy |
4,654
+729
| +19% | +$93K | 0.01% | 396 |
|
|
2024
Q1 | $517K | Sell |
3,925
-1,395
| -26% | -$184K | 0.01% | 423 |
|
|
2023
Q4 | $624K | Buy |
5,320
+1,235
| +30% | +$145K | 0.01% | 385 |
|
|
2023
Q3 | $518K | Buy |
4,085
+6
| +0.1% | +$760 | 0.01% | 386 |
|
|
2023
Q2 | $461K | Sell |
4,079
-84
| -2% | -$9.48K | 0.01% | 378 |
|
|
2023
Q1 | $476K | Buy |
4,163
+5
| +0.1% | +$571 | 0.01% | 364 |
|
|
2022
Q4 | $504K | Sell |
4,158
-263
| -6% | -$31.9K | 0.01% | 363 |
|
|
2022
Q3 | $449K | Buy |
4,421
+400
| +10% | +$40.6K | 0.01% | 352 |
|
|
2022
Q2 | $400K | Buy |
+4,021
| New | +$400K | 0.01% | 351 |
|