Center For Financial Planning, Inc. Vanguard Energy ETF Transaction History

Center For Financial Planning, Inc.

  • $736 Million
  • Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 5,107 shares of VDE stock, worth $658,088. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,107
Previous 4,946 3.26%
Holding current value
$658,088
Previous $630,000 0.79%
% of portfolio
0.08%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$117.44 - $131.06 $18,907 - $21,100
161 Added 3.26%
5,107 $625,000
Q2 2024

Jul 18, 2024
BUY
$123.17 - $136.7 $4,803 - $5,331
39 Added 0.79%
4,946 $630,000
Q4 2023

Jan 29, 2024
SELL
$113.37 - $128.78 $56,685 - $64,390
-500 Reduced 9.25%
4,907 $575,000
Q4 2022

Jan 27, 2023
SELL
$107.13 - $131.88 $80,668 - $99,305
-753 Reduced 12.22%
5,407 $0
Q1 2022

May 03, 2022
SELL
$80.1 - $110.55 $18,823 - $25,979
-235 Reduced 3.67%
6,160 $659,000
Q3 2021

Oct 27, 2021
BUY
$63.79 - $77.26 $14,352 - $17,383
225 Added 3.65%
6,395 $473,000
Q4 2020

Feb 09, 2021
BUY
$37.58 - $56.62 $35,325 - $53,222
940 Added 17.97%
6,170 $320,000
Q3 2020

Nov 12, 2020
SELL
$40.31 - $52.03 $2,902 - $3,746
-72 Reduced 1.36%
5,230 $211,000
Q2 2020

Aug 06, 2020
SELL
$36.44 - $63.07 $51,671 - $89,433
-1,418 Reduced 21.1%
5,302 $267,000
Q1 2020

May 11, 2020
BUY
$31.29 - $82.78 $210,268 - $556,281
6,720 New
6,720 $257,000

Others Institutions Holding VDE

# of Institutions
684
Shares Held
22.2M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

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