Ivc Wealth Advisors LLC Vanguard Energy ETF Transaction History

Ivc Wealth Advisors LLC

$221 Million
Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,560 shares of VDE stock, worth $557,414. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,560

Previous 5,010 8.98%

Holding current value

$557,414

Previous $600,000 4.5%

% of portfolio

0.26%

Previous 0.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$118.37 - $129.65 $53,266 - $58,342	-450 Reduced 8.98%	4,560 $573,000
Q2 2025 Jul 22, 2025	SELL	$105.87 - $130.56 $37,054 - $45,696	-350 Reduced 6.53%	5,010 $600,000
Q1 2025 Apr 08, 2025	BUY	$119.14 - $132.76 $89,355 - $99,570	750 Added 16.27%	5,360 $688,000
Q3 2024 Oct 24, 2024	BUY	$117.44 - $131.06 $46,976 - $52,424	400 Added 9.5%	4,610 $564,000
Q1 2024 Apr 19, 2024	SELL	$111.77 - $131.7 $19,559 - $23,047	-175 Reduced 3.99%	4,210 $554,000
Q4 2023 Jan 10, 2024	BUY	$113.37 - $128.78 $77,091 - $87,570	680 Added 18.35%	4,385 $514,000
Q2 2022 Jul 11, 2022	SELL	$97.94 - $128.99 $10,283 - $13,543	-105 Reduced 2.76%	3,705 $369,000
Q4 2021 Jan 13, 2022	BUY	$74.1 - $83.72 $1,482 - $1,674	20 Added 0.53%	3,810 $296,000
Q3 2021 Oct 08, 2021	BUY	$63.79 - $77.26 $11,163 - $13,520	175 Added 4.84%	3,790 $280,000
Q2 2021 Jul 13, 2021	BUY	$65.04 - $78.97 $9,625 - $11,687	148 Added 4.27%	3,615 $274,000
Q1 2021 Apr 20, 2021	BUY	$52.13 - $74.47 $180,734 - $258,187	3,467 New	3,467 $236,000

Others Institutions Holding VDE

# of Institutions

732

Shares Held

21.9M

Call Options Held

118K

Put Options Held

58.7K

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 Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Account

Ivc Wealth Advisors LLC Vanguard Energy ETF Transaction History