Concord Wealth Partners Vanguard Energy ETF Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Energy ETF stock. As of the latest transaction made, Concord Wealth Partners holds 4 shares of VDE stock, worth $444. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$444

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$119.14 - $132.76 $476 - $531	4 New	4 $0
Q3 2023 Apr 30, 2024	BUY	$110.08 - $130.52 $550 - $652	5 New	5 $0
Q2 2023 Aug 07, 2023	SELL	$105.87 - $119.99 $4,446 - $5,039	-42 Reduced 89.36%	5 $0
Q1 2023 Apr 26, 2023	BUY	$106.22 - $128.7 $4,992 - $6,048	47 New	47 $5,000

Others Institutions Holding VDE

# of Institutions

758

Shares Held

24.1M

Call Options Held

142K

Put Options Held

23.2K

Bank Of America Corp Charlotte, NC

2.51M
Shares

$279 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.68M
Shares

$186 Million
0.01% of portfolio
Ubs Group Ag

1.37M
Shares

$152 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.18M
Shares

$131 Million
0.03% of portfolio
Oversea Chinese Banking Corp LTD Great Eastern Centre, U0

925K
Shares

$103 Million
0.56% of portfolio

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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