A detailed history of Howard Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 1,887 shares of VDE stock, worth $244,574. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,887
Previous 1,907 1.05%
Holding current value
$244,574
Previous $223,000 11.21%
% of portfolio
0.2%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$111.77 - $131.7 $2,235 - $2,634
-20 Reduced 1.05%
1,887 $248,000
Q4 2023

Feb 07, 2024

SELL
$113.37 - $128.78 $1,360 - $1,545
-12 Reduced 0.63%
1,907 $223,000
Q3 2023

Nov 01, 2023

SELL
$110.08 - $130.52 $9,136 - $10,833
-83 Reduced 4.15%
1,919 $243,000
Q2 2023

Aug 01, 2023

BUY
$105.87 - $119.99 $4,870 - $5,519
46 Added 2.35%
2,002 $226,000
Q1 2023

May 04, 2023

BUY
$106.22 - $128.7 $207,766 - $251,737
1,956 New
1,956 $223,000
Q1 2020

May 04, 2020

SELL
N/A
-27 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
N/A
27 New
27 $2,000

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Howard Wealth Management, LLC Portfolio

Follow Howard Wealth Management, 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 Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.