Hhm Wealth Advisors, LLC Vanguard Energy ETF Transaction History

Hhm Wealth Advisors, LLC

$697 Million
Q3 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,530 shares of VDE stock, worth $334,111. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,530

Previous 2,530 -0.0%

Holding current value

$334,111

Previous $322,000 4.04%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$123.17 - $136.7 $70,822 - $78,602	575 Added 29.41%	2,530 $322,000
Q1 2024 May 14, 2024	SELL	$111.77 - $131.7 $21,795 - $25,681	-195 Reduced 9.07%	1,955 $257,000
Q4 2023 Feb 05, 2024	BUY	$113.37 - $128.78 $79,359 - $90,146	700 Added 48.28%	2,150 $252,000
Q3 2023 Nov 03, 2023	BUY	$110.08 - $130.52 $111,180 - $131,825	1,010 Added 229.55%	1,450 $183,000
Q3 2022 Nov 04, 2022	SELL	$93.77 - $118.45 $9,283 - $11,726	-99 Reduced 18.37%	440 $45,000
Q2 2022 Aug 08, 2022	SELL	$97.94 - $128.99 $198,818 - $261,849	-2,030 Reduced 79.02%	539 $54,000
Q4 2020 Jan 28, 2021	BUY	$37.58 - $56.62 $62,758 - $94,555	1,670 Added 185.76%	2,569 $133,000
Q3 2020 Nov 12, 2020	SELL	$40.31 - $52.03 $6,852 - $8,845	-170 Reduced 15.9%	899 $36,000
Q1 2020 May 12, 2020	BUY	$31.29 - $82.78 $33,449 - $88,491	1,069 New	1,069 $41,000

Others Institutions Holding VDE

# of Institutions

674

Shares Held

21.9M

Call Options Held

101K

Put Options Held

18.9K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Hhm Wealth Advisors, LLC Vanguard Energy ETF Transaction History