Welch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-67,264
| Closed | -$5.48M | – | 27 |
|
|
2019
Q4 | $5.48M | Sell |
67,264
-3,306
| -5% | -$269K | 1.62% | 16 |
|
|
2019
Q3 | $5.51M | Sell |
70,570
-680
| -1% | -$53.1K | 1.83% | 14 |
|
|
2019
Q2 | $6.06M | Sell |
71,250
-32,400
| -31% | -$2.75M | 2.06% | 13 |
|
|
2019
Q1 | $9.26M | Hold |
103,650
| – | – | 3.15% | 6 |
|
|
2018
Q4 | $7.99M | Buy |
+103,650
| New | +$7.99M | 3.06% | 7 |
|