Falcon Wealth Planning Vanguard Energy ETF Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Energy ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,508 shares of VDE stock, worth $317,914. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,508
Previous 1,658
51.27%
Holding current value
$317,914
Previous $203,000
49.75%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
699Shares Held
27.3MCall Options Held
101KPut Options Held
18.9K-
Wealthfront Advisers LLC5.41MShares$685 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.42MShares$307 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$216 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$168 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$125 Million0.03% of portfolio