WP
WMS Partners’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,879
| Closed | -$228K | – | 264 |
|
|
2024
Q4 | $228K | Hold |
1,879
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $230K | Buy |
1,879
+12
| +0.6% | +$1.47K | 0.01% | 260 |
|
|
2024
Q2 | $238K | Hold |
1,867
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $246K | Hold |
1,867
| – | – | 0.02% | 235 |
|
|
2023
Q4 | $219K | Hold |
1,867
| – | – | 0.02% | 241 |
|
|
2023
Q3 | $237K | Hold |
1,867
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $211K | Buy |
+1,867
| New | +$211K | 0.02% | 264 |
|