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 $295,175. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,530

Previous 2,530 -0.0%

Holding current value

$295,175

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

675

Shares Held

22M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Account

Hhm Wealth Advisors, LLC Vanguard Energy ETF Transaction History