Hhm Wealth Advisors, LLC Vanguard Energy ETF Transaction History

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 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 2,770 shares of VDE stock, worth $351,125. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,770
Previous 2,530 9.49%
Holding current value
$351,125
Previous $309,000 8.74%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$116.67 - $136.78 $28,000 - $32,827
240 Added 9.49%
2,770 $336,000
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
699
Shares Held
27.3M
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
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email