Kingswood Wealth Advisors, LLC Vanguard Energy ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,363 shares of VDE stock, worth $420,139. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,363
Previous 3,410 1.38%
Holding current value
$420,139
Previous $414 Million 5.89%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$119.14 - $132.76 $5,599 - $6,239
-47 Reduced 1.38%
3,363 $438 Million
Q4 2024

Jan 22, 2025
BUY
$116.67 - $136.78 $397,844 - $466,419
3,410 New
3,410 $414 Million
Q1 2024

Apr 15, 2024
BUY
$111.77 - $131.7 $188,555 - $222,177
1,687 New
1,687 $222 Million
Q2 2023

Aug 09, 2023
BUY
$105.87 - $119.99 $190,883 - $216,341
1,803 New
1,803 $204 Million

Others Institutions Holding VDE

# of Institutions
769
Shares Held
21.3M
Call Options Held
86.7K
Put Options Held
34.3K
View Full List

About VANGUARD ENERGY ETF

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