Ever Source Wealth Advisors, LLC Vanguard Energy ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 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 698 shares of VDE stock, worth $85,323. This represents 0.0% of its overall portfolio holdings.

Number of Shares

698

Previous 697 0.14%

Holding current value

$85,323

Previous $90,000 7.78%

% of portfolio

0.0%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$105.87 - $130.56 $105 - $130	1 Added 0.14%	698 $83,000
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

732

Shares Held

22M

Call Options Held

118K

Put Options Held

58.7K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Ever Source Wealth Advisors, LLC Vanguard Energy ETF Transaction History