Bartlett & Co. Wealth Management LLC Vanguard Energy ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 41 shares of VDE stock, worth $4,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41
Previous 72 43.06%
Holding current value
$4,890
Previous $9.34 Million 47.7%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$105.87 - $130.56 $3,281 - $4,047
-31 Reduced 43.06%
41 $4.88 Million
Q1 2025

Apr 24, 2025
BUY
$119.14 - $132.76 $3,693 - $4,115
31 Added 75.61%
72 $9.34 Million
Q3 2023

Feb 14, 2024
BUY
$110.08 - $130.52 $4,513 - $5,351
41 New
41 $5.23 Million
Q2 2021

Feb 13, 2024
SELL
$65.04 - $78.97 $1,821 - $2,211
-28 Closed
0 $0
Q2 2020

Feb 13, 2024
BUY
$36.44 - $63.07 $1,020 - $1,765
28 New
28 $1.41 Million

Others Institutions Holding VDE

# of Institutions
736
Shares Held
21.2M
Call Options Held
86.7K
Put Options Held
33.4K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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