Forthright Family Wealth Advisory LLC Vanguard Energy ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
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
Others Institutions Holding VDE
# of Institutions
674Shares Held
21.9MCall Options Held
101KPut Options Held
18.9K-
Bank Of America Corp Charlotte, NC2.42MShares$331 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$233 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$182 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$136 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$135 Million0.03% of portfolio