WMG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $414K | Buy |
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