Financial Advocates Investment Management Vanguard Energy ETF Transaction History

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 2025

A detailed history of Financial Advocates Investment Management transactions in Vanguard Energy ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 5,087 shares of VDE stock, worth $634,348. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,087
Previous 5,107 0.39%
Holding current value
$634,348
Previous $662,000 8.61%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$105.87 - $130.56 $2,117 - $2,611
-20 Reduced 0.39%
5,087 $605,000
Q1 2025

Apr 28, 2025
BUY
$119.14 - $132.76 $9,531 - $10,620
80 Added 1.59%
5,107 $662,000
Q4 2024

Jan 27, 2025
BUY
$116.67 - $136.78 $7,466 - $8,753
64 Added 1.29%
5,027 $609,000
Q3 2024

Oct 25, 2024
BUY
$117.44 - $131.06 $141,750 - $158,189
1,207 Added 32.14%
4,963 $607,000
Q2 2024

Jul 26, 2024
SELL
$123.17 - $136.7 $35,719 - $39,643
-290 Reduced 7.17%
3,756 $479,000
Q1 2024

May 01, 2024
BUY
$111.77 - $131.7 $11,735 - $13,828
105 Added 2.66%
4,046 $532,000
Q4 2023

Feb 08, 2024
BUY
$113.37 - $128.78 $139,104 - $158,013
1,227 Added 45.21%
3,941 $462,000
Q3 2023

Oct 27, 2023
SELL
$110.08 - $130.52 $102,044 - $120,992
-927 Reduced 25.46%
2,714 $343,000
Q2 2023

Aug 07, 2023
BUY
$105.87 - $119.99 $67,756 - $76,793
640 Added 21.33%
3,641 $411,000
Q1 2023

May 11, 2023
SELL
$106.22 - $128.7 $20,075 - $24,324
-189 Reduced 5.92%
3,001 $342,000
Q4 2022

Feb 14, 2023
BUY
$107.13 - $131.88 $114,307 - $140,715
1,067 Added 50.26%
3,190 $386,000
Q3 2022

Nov 14, 2022
BUY
$93.77 - $118.45 $199,073 - $251,469
2,123 New
2,123 $216,000
Q1 2022

May 11, 2022
SELL
$80.1 - $110.55 $258,562 - $356,855
-3,228 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$74.1 - $83.72 $163,020 - $184,184
2,200 Added 214.01%
3,228 $303,000
Q4 2018

Feb 14, 2019
SELL
N/A
-730 Reduced 41.52%
1,028 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-874 Reduced 33.21%
1,758 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-8 Reduced 0.3%
2,632 $274,000
Q1 2018

May 11, 2018
SELL
N/A
-146 Reduced 5.24%
2,640 $244,000
Q4 2017

Feb 15, 2018
BUY
N/A
2,786
2,786 $276,000

Others Institutions Holding VDE

# of Institutions
729
Shares Held
22M
Call Options Held
118K
Put Options Held
58.7K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email