Goal Fusion Wealth Management, LLC Vanguard Energy ETF Transaction History
Goal Fusion Wealth Management, LLC
- $161 Million
- Q2 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 44,545 shares of VDE stock, worth $5.47 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
44,545
Previous 43,502
2.4%
Holding current value
$5.47 Million
Previous $5.73 Million
0.82%
% of portfolio
3.53%
Previous 3.65%
Shares
11 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$294 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$195 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$173 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$154 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$121 Million0.03% of portfolio