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 $299,204. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,508
Previous 1,658 51.27%
Holding current value
$299,204
Previous $203,000 49.75%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$116.67 - $136.78 $99,169 - $116,263
850 Added 51.27%
2,508 $304,000
Q3 2024

Oct 30, 2024
BUY
$117.44 - $131.06 $194,715 - $217,297
1,658 New
1,658 $203,000

Others Institutions Holding VDE

# of Institutions
745
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

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