Avidian Wealth Solutions, LLC Vanguard Energy ETF Transaction History

Avidian Wealth Solutions, LLC

$1.98 Billion
Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,548 shares of VDE stock, worth $195,280. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,548

Holding current value

$195,280

% of portfolio

0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$111.77 - $131.7 $173,019 - $203,871	1,548 New	1,548 $203,000
Q3 2023 Oct 13, 2023	SELL	$110.08 - $130.52 $900,014 - $1.07 Million	-8,176 Reduced 83.22%	1,649 $208,000
Q2 2023 Aug 03, 2023	SELL	$105.87 - $119.99 $5.78 Million - $6.55 Million	-54,591 Reduced 84.75%	9,825 $1.11 Million
Q1 2023 May 08, 2023	SELL	$106.22 - $128.7 $100,590 - $121,878	-947 Reduced 1.45%	64,416 $7.36 Million
Q4 2022 Feb 06, 2023	BUY	$115.27 - $131.88 $236,764 - $270,881	2,054 Added 3.24%	65,363 $7.93 Million

Q3 2022 Nov 03, 2022	SELL	N/A	-19,431 Reduced 23.48%	63,309 $6.43 Million
Q2 2022 Jul 29, 2022	BUY	N/A	4,321 Added 5.51%	82,740 $8.23 Million
Q1 2022 May 10, 2022	BUY	N/A	4,063 Added 5.46%	78,419 $8.39 Million
Q4 2021 Feb 14, 2022	BUY	N/A	1,796 Added 2.48%	74,356 $5.77 Million
Q3 2021 Nov 10, 2021	BUY	N/A	66,522 Added 1101.72%	72,560 $5.36 Million
Q2 2021 Aug 09, 2021	BUY	N/A	110 Added 1.86%	6,038 $458,000
Q4 2020 Feb 09, 2021	BUY	N/A	5,928 New	5,928 $307,000

Others Institutions Holding VDE

# of Institutions

670

Shares Held

24.1M

Call Options Held

116K

Put Options Held

20.9K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

Avidian Wealth Solutions, LLC Vanguard Energy ETF Transaction History