Winch Advisory Services’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 | $14.7K | Buy |
123
+1
| +0.8% | +$119 | ﹤0.01% | 261 |
|
|
2025
Q1 | $15.8K | Buy |
122
+1
| +0.8% | +$130 | ﹤0.01% | 241 |
|
|
2024
Q4 | $14.7K | Buy |
121
+2
| +2% | +$243 | ﹤0.01% | 254 |
|
|
2024
Q3 | $14.6K | Buy |
119
+1
| +0.8% | +$123 | ﹤0.01% | 233 |
|
|
2024
Q2 | $15.1K | Hold |
118
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $15.6K | Hold |
118
| – | – | ﹤0.01% | 226 |
|
|
2023
Q4 | $13.8K | Buy |
118
+2
| +2% | +$234 | ﹤0.01% | 228 |
|
|
2023
Q3 | $15K | Sell |
116
-50
| -30% | -$6.47K | 0.01% | 219 |
|
|
2023
Q2 | $19K | Hold |
166
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $19K | Buy |
166
+2
| +1% | +$229 | 0.01% | 197 |
|
|
2022
Q4 | $20K | Buy |
164
+53
| +48% | +$6.46K | 0.01% | 185 |
|
|
2022
Q3 | $11K | Hold |
111
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $11K | Buy |
111
+1
| +0.9% | +$99 | ﹤0.01% | 225 |
|
|
2022
Q1 | $12K | Hold |
110
| – | – | ﹤0.01% | 241 |
|
|
2021
Q4 | $9K | Buy |
110
+3
| +3% | +$245 | ﹤0.01% | 279 |
|
|
2021
Q3 | $8K | Hold |
107
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $8K | Buy |
+107
| New | +$8K | ﹤0.01% | 298 |
|