West Coast Financial’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,420
| Closed | -$303K | – | 143 |
|
|
2017
Q2 | $303K | Sell |
3,420
-5,644
| -62% | -$500K | 0.1% | 94 |
|
|
2017
Q1 | $877K | Sell |
9,064
-2,813
| -24% | -$272K | 0.28% | 69 |
|
|
2016
Q4 | $1.24M | Sell |
11,877
-835
| -7% | -$87.4K | 0.4% | 59 |
|
|
2016
Q3 | $1.24M | Buy |
+12,712
| New | +$1.24M | 0.4% | 64 |
|