Aevitas Wealth Management, Inc. Vanguard Energy ETF Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 37,796 shares of VDE stock, worth $4.6 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
37,796
Previous 36,044
4.86%
Holding current value
$4.6 Million
Previous $3.66 Million
25.18%
% of portfolio
2.71%
Previous 2.75%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$291 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$194 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$172 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$153 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$120 Million0.03% of portfolio