Forthright Family Wealth Advisory LLC Vanguard Energy ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,948 shares of VDE stock, worth $631,216. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,948
Previous 5,717 13.45%
Holding current value
$631,216
Previous $670 Million 2.81%
% of portfolio
0.44%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$111.77 - $131.7 $85,951 - $101,277
-769 Reduced 13.45%
4,948 $652 Million
Q4 2023

Feb 28, 2024
BUY
$113.37 - $128.78 $648,136 - $736,235
5,717 New
5,717 $670 Million

Others Institutions Holding VDE

# of Institutions
667
Shares Held
24.1M
Call Options Held
116K
Put Options Held
20.9K
View Full List

About VANGUARD ENERGY ETF

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