Iht Wealth Management, LLC Vanguard Energy ETF Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,752 shares of VDE stock, worth $700,190. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,752
Previous 6,282 8.44%
Holding current value
$700,190
Previous $827,000 11.37%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$123.17 - $136.7 $65,280 - $72,451
-530 Reduced 8.44%
5,752 $733,000
Q1 2024

May 15, 2024
SELL
$111.77 - $131.7 $119,035 - $140,260
-1,065 Reduced 14.5%
6,282 $827,000
Q4 2023

Feb 14, 2024
SELL
$113.37 - $128.78 $32,650 - $37,088
-288 Reduced 3.77%
7,347 $861,000
Q3 2023

Nov 14, 2023
BUY
$110.08 - $130.52 $430,522 - $510,463
3,911 Added 105.02%
7,635 $967,000
Q2 2023

Aug 14, 2023
SELL
$105.87 - $119.99 $1.44 Million - $1.63 Million
-13,623 Reduced 78.53%
3,724 $420,000
Q1 2023

May 15, 2023
BUY
$106.22 - $128.7 $154,443 - $187,129
1,454 Added 9.15%
17,347 $1.98 Million
Q4 2022

Feb 14, 2023
SELL
$107.13 - $131.88 $254,969 - $313,874
-2,380 Reduced 13.02%
15,893 $1.93 Million
Q3 2022

Nov 22, 2022
BUY
$93.77 - $118.45 $946,983 - $1.2 Million
10,099 Added 123.55%
18,273 $1.86 Million
Q2 2022

Aug 15, 2022
SELL
$97.94 - $128.99 $44,170 - $58,174
-451 Reduced 5.23%
8,174 $813,000
Q1 2022

May 16, 2022
BUY
$80.1 - $110.55 $690,862 - $953,493
8,625 New
8,625 $923,000
Q3 2021

Nov 15, 2021
SELL
$63.79 - $77.26 $267,981 - $324,569
-4,201 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$65.04 - $78.97 $72,844 - $88,446
1,120 Added 36.35%
4,201 $319,000
Q1 2021

May 18, 2021
BUY
$52.13 - $74.47 $160,612 - $229,442
3,081 New
3,081 $209,000
Q1 2020

May 13, 2020
SELL
$31.29 - $82.78 $78,256 - $207,032
-2,501 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$73.38 - $81.73 $183,523 - $204,406
2,501 New
2,501 $204,000
Q3 2019

Nov 15, 2019
SELL
$78.02 - $84.06 $200,355 - $215,866
-2,568 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
N/A
2,568 New
2,568 $217,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,394 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
70 Added 5.29%
1,394 $126,000
Q4 2017

Feb 14, 2018
BUY
N/A
780 Added 143.38%
1,324 $137,000
Q3 2017

Nov 14, 2017
BUY
N/A
544
544 $51,000

Others Institutions Holding VDE

# of Institutions
670
Shares Held
23.6M
Call Options Held
90.5K
Put Options Held
10.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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