Hb Wealth Management, LLC Vanguard Energy ETF Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,951 shares of VDE stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,951

Previous 5,949 117.7%

Holding current value

$1.58 Million

Previous $712,000 128.93%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$118.37 - $129.65 $828,826 - $907,809	7,002 Added 117.7%	12,951 $1.63 Million
Q2 2025 Jul 17, 2025	SELL	$105.87 - $130.56 $651,206 - $803,074	-6,151 Reduced 50.83%	5,949 $712,000
Q1 2025 May 07, 2025	BUY	$119.14 - $132.76 $227,199 - $253,173	1,907 Added 18.71%	12,100 $1.57 Million
Q4 2024 Jan 15, 2025	BUY	$116.67 - $136.78 $233,690 - $273,970	2,003 Added 24.46%	10,193 $1.24 Million
Q3 2024 Oct 15, 2024	SELL	$117.44 - $131.06 $8,573 - $9,567	-73 Reduced 0.88%	8,190 $1 Million
Q2 2024 Jul 26, 2024	BUY	$123.17 - $136.7 $133,762 - $148,456	1,086 Added 15.13%	8,263 $1.05 Million
Q1 2024 Apr 30, 2024	SELL	$111.77 - $131.7 $219,628 - $258,790	-1,965 Reduced 21.49%	7,177 $945,000
Q4 2023 Jan 16, 2024	BUY	$113.37 - $128.78 $284,331 - $322,980	2,508 Added 37.81%	9,142 $1.07 Million
Q3 2023 Oct 13, 2023	BUY	$110.08 - $130.52 $6,604 - $7,831	60 Added 0.91%	6,634 $840,000
Q2 2023 Jul 13, 2023	SELL	$105.87 - $119.99 $846 - $959	-8 Reduced 0.12%	6,574 $742,000
Q1 2023 Apr 13, 2023	SELL	$106.22 - $128.7 $216,688 - $262,548	-2,040 Reduced 23.66%	6,582 $751,000
Q4 2022 Jan 20, 2023	BUY	$107.13 - $131.88 $103,701 - $127,659	968 Added 12.65%	8,622 $0
Q3 2022 Oct 19, 2022	BUY	$93.77 - $118.45 $3,469 - $4,382	37 Added 0.49%	7,654 $778,000
Q2 2022 Jul 15, 2022	SELL	$97.94 - $128.99 $8,324 - $10,964	-85 Reduced 1.1%	7,617 $758,000
Q1 2022 May 16, 2022	BUY	$80.1 - $110.55 $23,789 - $32,833	297 Added 4.01%	7,702 $824,000
Q4 2021 Feb 15, 2022	BUY	$74.1 - $83.72 $548,710 - $619,946	7,405 New	7,405 $575,000

Others Institutions Holding VDE

# of Institutions

736

Shares Held

22M

Call Options Held

118K

Put Options Held

58.7K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Hb Wealth Management, LLC Vanguard Energy ETF Transaction History