Western Wealth Management’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 | $454K | Sell |
3,808
-338
| -8% | -$40.3K | 0.03% | 436 |
|
|
2025
Q1 | $538K | Buy |
4,146
+7
| +0.2% | +$908 | 0.04% | 366 |
|
|
2024
Q4 | $502K | Sell |
4,139
-325
| -7% | -$39.4K | 0.03% | 383 |
|
|
2024
Q3 | $547K | Sell |
4,464
-3
| -0.1% | -$367 | 0.03% | 442 |
|
|
2024
Q2 | $570K | Buy |
4,467
+246
| +6% | +$31.4K | 0.04% | 334 |
|
|
2024
Q1 | $556K | Sell |
4,221
-288
| -6% | -$37.9K | 0.04% | 344 |
|
|
2023
Q4 | $529K | Buy |
4,509
+373
| +9% | +$43.7K | 0.04% | 400 |
|
|
2023
Q3 | $524K | Buy |
4,136
+382
| +10% | +$48.4K | 0.04% | 378 |
|
|
2023
Q2 | $424K | Buy |
3,754
+37
| +1% | +$4.18K | 0.04% | 418 |
|
|
2023
Q1 | $425K | Buy |
3,717
+272
| +8% | +$31.1K | 0.04% | 408 |
|
|
2022
Q4 | $418K | Sell |
3,445
-1,110
| -24% | -$135K | 0.04% | 375 |
|
|
2022
Q3 | $463K | Sell |
4,555
-548
| -11% | -$55.7K | 0.03% | 512 |
|
|
2022
Q2 | $507K | Sell |
5,103
-1,015
| -17% | -$101K | 0.03% | 476 |
|
|
2022
Q1 | $654K | Buy |
6,118
+3,557
| +139% | +$380K | 0.03% | 449 |
|
|
2021
Q4 | $200K | Buy |
+2,561
| New | +$200K | 0.02% | 582 |
|
|
2021
Q2 | $222K | Sell |
2,946
-588
| -17% | -$44.3K | 0.02% | 575 |
|
|
2021
Q1 | $240K | Buy |
+3,534
| New | +$240K | 0.03% | 464 |
|
|
2020
Q1 | – | Sell |
-2,504
| Closed | -$204K | – | 423 |
|
|
2019
Q4 | $204K | Sell |
2,504
-81
| -3% | -$6.6K | 0.03% | 384 |
|
|
2019
Q3 | $204K | Hold |
2,585
| – | – | 0.04% | 370 |
|
|
2019
Q2 | $220K | Sell |
2,585
-203
| -7% | -$17.3K | 0.03% | 368 |
|
|
2019
Q1 | $251K | Buy |
2,788
+69
| +3% | +$6.21K | 0.06% | 319 |
|
|
2018
Q4 | $210K | Buy |
+2,719
| New | +$210K | 0.06% | 321 |
|