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%
Shares
11 transactions
Others Institutions Holding VDE
# of Institutions
732Shares Held
21.9MCall Options Held
118KPut Options Held
58.7K-
Bank Of America Corp Charlotte, NC2.11MShares$258 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.59MShares$195 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.24MShares$151 Million0.03% of portfolio
-
Ubs Group Ag1.06MShares$130 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$108 Million5.81% of portfolio