Iht Wealth Management, LLC Vanguard Energy ETF Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 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 5,128 shares of VDE stock, worth $598,283. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,128
Previous 5,752 10.85%
Holding current value
$598,283
Previous $733,000 14.32%
% of portfolio
0.02%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$117.44 - $131.06 $73,282 - $81,781
-624 Reduced 10.85%
5,128 $628,000
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
675
Shares Held
22M
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 Iht Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email