Wellington Shields Capital Management’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.59M | Sell |
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|
2024
Q1 | $4.84M | Buy |
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|
2023
Q4 | $3.47M | Buy |
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|
2023
Q3 | $3.11M | Buy |
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|
2023
Q2 | $2.55M | Hold |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.1M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $871K | Sell |
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|
2020
Q1 | $668K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $507K | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.29M | Buy |
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