Goal Fusion Wealth Management, LLC Vanguard Energy ETF Transaction History
Goal Fusion Wealth Management, LLC
- $183 Million
- Q1 2025
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 49,454 shares of VDE stock, worth $5.66 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
49,454
Previous 50,880
2.8%
Holding current value
$5.66 Million
Previous $6.17 Million
3.92%
% of portfolio
3.51%
Previous 3.37%
Shares
14 transactions
Others Institutions Holding VDE
# of Institutions
767Shares Held
21.3MCall Options Held
86.7KPut Options Held
34.3K-
Bank Of America Corp Charlotte, NC2.16MShares$247 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.64MShares$188 Million0.02% of portfolio
-
Ubs Group Ag1.2MShares$137 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$135 Million0.04% of portfolio
-
Wealthfront Advisers LLC908KShares$104 Million0.34% of portfolio