Goal Fusion Wealth Management, LLC Vanguard Energy ETF Transaction History
Goal Fusion Wealth Management, LLC
- $180 Million
- Q3 2024
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 48,156 shares of VDE stock, worth $6.44 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
48,156
Previous 44,545
8.11%
Holding current value
$6.44 Million
Previous $5.68 Million
3.78%
% of portfolio
3.27%
Previous 3.53%
Shares
12 transactions
Others Institutions Holding VDE
# of Institutions
676Shares Held
22MCall Options Held
101KPut Options Held
18.9K-
Bank Of America Corp Charlotte, NC2.42MShares$324 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.7MShares$228 Million0.02% of portfolio
-
Ubs Group Ag1.33MShares$177 Million0.04% of portfolio
-
Wealthfront Advisers LLC993KShares$133 Million0.38% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$132 Million0.03% of portfolio