Ever Source Wealth Advisors, LLC Vanguard Energy ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 697 shares of VDE stock, worth $79,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
697
Previous 777 10.3%
Holding current value
$79,604
Previous $94,000 4.26%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$119.14 - $132.76 $9,531 - $10,620
-80 Reduced 10.3%
697 $90,000
Q4 2024

Feb 07, 2025
BUY
$116.67 - $136.78 $3,616 - $4,240
31 Added 4.16%
777 $94,000
Q3 2024

Nov 08, 2024
SELL
$117.44 - $131.06 $2,113 - $2,359
-18 Reduced 2.36%
746 $91,000
Q2 2024

Aug 13, 2024
BUY
$123.17 - $136.7 $123 - $136
1 Added 0.13%
764 $97,000
Q1 2024

Jun 11, 2024
SELL
$111.77 - $131.7 $19,559 - $23,047
-175 Reduced 18.66%
763 $100,000
Q4 2023

Feb 09, 2024
SELL
$113.37 - $128.78 $53,057 - $60,269
-468 Reduced 33.29%
938 $110,000
Q3 2023

Nov 03, 2023
BUY
$110.08 - $130.52 $62,195 - $73,743
565 Added 67.18%
1,406 $178,000
Q2 2023

Aug 04, 2023
BUY
$105.87 - $119.99 $6,775 - $7,679
64 Added 8.24%
841 $94,000
Q1 2023

May 11, 2023
SELL
$106.22 - $128.7 $18,163 - $22,007
-171 Reduced 18.04%
777 $88,000
Q4 2022

Feb 09, 2023
BUY
$107.13 - $131.88 $11,248 - $13,847
105 Added 12.46%
948 $114,000
Q3 2022

Nov 07, 2022
SELL
$93.77 - $118.45 $27,755 - $35,061
-296 Reduced 25.99%
843 $86,000
Q2 2022

Aug 01, 2022
BUY
$97.94 - $128.99 $8,129 - $10,706
83 Added 7.86%
1,139 $113,000
Q1 2022

May 25, 2022
SELL
$80.1 - $110.55 $22,748 - $31,396
-284 Reduced 21.19%
1,056 $113,000
Q4 2021

Feb 07, 2022
BUY
$74.1 - $83.72 $99,293 - $112,184
1,340 New
1,340 $104,000

Others Institutions Holding VDE

# of Institutions
767
Shares Held
21.3M
Call Options Held
86.7K
Put Options Held
34.3K
View Full List

About VANGUARD ENERGY ETF

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