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 $5.84 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
48,156
Previous 44,545 8.11%
Holding current value
$5.84 Million
Previous $5.68 Million 3.78%
% of portfolio
3.27%
Previous 3.53%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$117.44 - $131.06 $424,075 - $473,257
3,611 Added 8.11%
48,156 $5.9 Million
Q2 2024

Jul 18, 2024
BUY
$123.17 - $136.7 $128,466 - $142,578
1,043 Added 2.4%
44,545 $5.68 Million
Q1 2024

Apr 03, 2024
SELL
$111.77 - $131.7 $4,135 - $4,872
-37 Reduced 0.08%
43,502 $5.73 Million
Q4 2023

Jan 02, 2024
BUY
$113.37 - $128.78 $213,815 - $242,879
1,886 Added 4.53%
43,539 $5.11 Million
Q3 2023

Oct 10, 2023
SELL
$110.08 - $130.52 $207,170 - $245,638
-1,882 Reduced 4.32%
41,653 $5.28 Million
Q2 2023

Jul 17, 2023
BUY
$105.87 - $119.99 $147,900 - $167,626
1,397 Added 3.32%
43,535 $4.91 Million
Q1 2023

Apr 03, 2023
SELL
$106.22 - $128.7 $1.02 Million - $1.23 Million
-9,593 Reduced 18.54%
42,138 $4.81 Million
Q4 2022

Feb 09, 2023
SELL
$107.13 - $131.88 $141,732 - $174,477
-1,323 Reduced 2.49%
51,731 $6.27 Million
Q3 2022

Oct 24, 2022
BUY
$93.77 - $118.45 $217,546 - $274,804
2,320 Added 4.57%
53,054 $5.39 Million
Q2 2022

Jul 29, 2022
SELL
$97.94 - $128.99 $298,619 - $393,290
-3,049 Reduced 5.67%
50,734 $5.05 Million
Q1 2022

May 06, 2022
SELL
$80.1 - $110.55 $969,049 - $1.34 Million
-12,098 Reduced 18.36%
53,783 $5.76 Million
Q4 2021

Jan 31, 2022
BUY
$74.1 - $83.72 $4.88 Million - $5.52 Million
65,881 New
65,881 $4.48 Million

Others Institutions Holding VDE

# of Institutions
675
Shares Held
22M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

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