Financial Perspectives, Inc Vanguard Energy ETF Transaction History

Financial Perspectives, Inc

$292 Billion
Q1 2025

A detailed history of Financial Perspectives, Inc transactions in Vanguard Energy ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,971 shares of VDE stock, worth $774,756. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,971

Previous 6,956 0.22%

Holding current value

$774,756

Previous $844 Million 7.14%

% of portfolio

0.31%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$119.14 - $132.76 $1,787 - $1,991	15 Added 0.22%	6,971 $904 Million
Q4 2024 Jan 31, 2025	BUY	$116.67 - $136.78 $3,733 - $4,376	32 Added 0.46%	6,956 $844 Million
Q3 2024 Oct 17, 2024	BUY	$117.44 - $131.06 $1,644 - $1,834	14 Added 0.2%	6,924 $848 Million
Q1 2024 Apr 19, 2024	BUY	$111.77 - $131.7 $1,676 - $1,975	15 Added 0.22%	6,910 $910 Million
Q4 2023 Feb 01, 2024	SELL	$113.37 - $128.78 $63,033 - $71,601	-556 Reduced 7.46%	6,895 $809 Million
Q3 2023 Jan 09, 2024	BUY	$110.08 - $130.52 $2,091 - $2,479	19 Added 0.26%	7,451 $944 Million
Q1 2023 Jan 09, 2024	BUY	$106.22 - $128.7 $2,018 - $2,445	19 Added 0.26%	7,432 $849 Million
Q4 2022 Jan 09, 2024	BUY	$107.13 - $131.88 $5,142 - $6,330	48 Added 0.65%	7,413 $899 Million
Q3 2022 Jan 09, 2024	BUY	$93.77 - $118.45 $24,005 - $30,323	256 Added 3.6%	7,365 $748 Million
Q2 2022 Jan 09, 2024	BUY	$97.94 - $128.99 $25,268 - $33,279	258 Added 3.77%	7,109 $707 Million
Q1 2022 Jan 09, 2024	BUY	$80.1 - $110.55 $11,774 - $16,250	147 Added 2.19%	6,851 $733 Million
Q4 2021 Jan 09, 2024	BUY	$74.1 - $83.72 $963 - $1,088	13 Added 0.19%	6,704 $520 Million
Q2 2021 Jan 09, 2024	SELL	$65.04 - $78.97 $25.9 Million - $31.5 Million	-398,919 Reduced 98.35%	6,691 $508 Million
Q1 2021 Jan 09, 2024	BUY	$52.13 - $74.47 $20.9 Million - $29.8 Million	400,400 Added 7685.22%	405,610 $5.97 Million
Q4 2020 Jan 09, 2024	BUY	$37.58 - $56.62 $53,776 - $81,023	1,431 Added 37.87%	5,210 $270 Million
Q3 2020 Jan 09, 2024	SELL	$40.31 - $52.03 $93,357 - $120,501	-2,316 Reduced 38.0%	3,779 $152 Million
Q2 2020 Jan 09, 2024	BUY	$36.44 - $63.07 $1,967 - $3,405	54 Added 0.89%	6,095 $307 Million
Q1 2020 Jan 09, 2024	BUY	$31.29 - $82.78 $57,072 - $150,990	1,824 Added 43.25%	6,041 $231 Million
Q4 2019 Jan 09, 2024	BUY	$73.38 - $81.73 $309,443 - $344,655	4,217 New	4,217 $344 Million

Others Institutions Holding VDE

# of Institutions

759

Shares Held

23.1M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

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Financial Perspectives, Inc Vanguard Energy ETF Transaction History