West Branch Capital’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 | $1.55K | Sell |
13
-153
| -92% | -$18.2K | ﹤0.01% | 381 |
|
|
2025
Q1 | $21.6K | Sell |
166
-34
| -17% | -$4.42K | 0.01% | 215 |
|
|
2024
Q4 | $24.3K | Sell |
200
-16
| -7% | -$1.94K | 0.01% | 207 |
|
|
2024
Q3 | $26.5K | Hold |
216
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $27.6K | Hold |
216
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $28.5K | Hold |
216
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $25.4K | Hold |
216
| – | – | 0.01% | 206 |
|
|
2023
Q3 | $27.4K | Hold |
216
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $24.4K | Hold |
216
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $24.7K | Hold |
216
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $26.2K | Hold |
216
| – | – | 0.02% | 203 |
|
|
2022
Q3 | $22K | Hold |
216
| – | – | 0.01% | 221 |
|
|
2022
Q2 | $22K | Hold |
216
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $23K | Buy |
216
+40
| +23% | +$4.26K | 0.01% | 237 |
|
|
2021
Q4 | $14K | Buy |
+176
| New | +$14K | 0.01% | 297 |
|