Colonial River Wealth Management, LLC Vanguard Energy ETF Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 4,825 shares of VDE stock, worth $606,213. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,825
Previous 14,472
66.66%
Holding current value
$606,213
Previous $1.7 Million
62.58%
% of portfolio
0.36%
Previous 1.01%
Shares
6 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
24.1MCall Options Held
116KPut Options Held
20.9K-
Bank Of America Corp Charlotte, NC2.44MShares$307 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$209 Million0.02% of portfolio
-
Ubs Group Ag1.66MShares$208 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.32MShares$166 Million7.5% of portfolio
-
Wealthfront Advisers LLC991KShares$125 Million0.46% of portfolio