Ivc Wealth Advisors LLC Vanguard Energy ETF Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 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 5,360 shares of VDE stock, worth $688,224. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,360

Previous 4,610 16.27%

Holding current value

$688,224

Previous $559,000 23.08%

% of portfolio

0.37%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

749

Shares Held

23.5M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Ivc Wealth Advisors LLC Vanguard Energy ETF Transaction History