A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,478 shares of VDE stock, worth $612,500. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,478
Previous 4,948 9.5%
Holding current value
$612,500
Previous $652 Million 12.34%
% of portfolio
0.37%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$123.17 - $136.7 $57,889 - $64,248
-470 Reduced 9.5%
4,478 $571 Million
Q1 2024

Apr 29, 2024

SELL
$111.77 - $131.7 $85,951 - $101,277
-769 Reduced 13.45%
4,948 $652 Million
Q4 2023

Feb 28, 2024

BUY
$113.37 - $128.78 $648,136 - $736,235
5,717 New
5,717 $670 Million

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.