Laidlaw Wealth Management LLC Vanguard Energy ETF Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 1,681 shares of VDE stock, worth $207,822. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,681

Holding current value

$207,822

% of portfolio

0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$116.67 - $136.78 $196,122 - $229,927	1,681 New	1,681 $203,000
Q2 2023 Aug 11, 2023	BUY	$105.87 - $119.99 $3,705 - $4,199	35 Added 1.32%	2,689 $303,000
Q1 2023 May 12, 2023	SELL	$106.22 - $128.7 $74,778 - $90,604	-704 Reduced 20.96%	2,654 $303,000
Q4 2022 Feb 14, 2023	BUY	$107.13 - $131.88 $64,492 - $79,391	602 Added 21.84%	3,358 $407,000
Q3 2022 Nov 14, 2022	BUY	$93.77 - $118.45 $258,430 - $326,448	2,756 New	2,756 $280,000
Q2 2022 Aug 12, 2022	SELL	$97.94 - $128.99 $211,942 - $279,134	-2,164 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$80.1 - $110.55 $173,336 - $239,230	2,164 New	2,164 $232,000
Q3 2021 Nov 12, 2021	SELL	$63.79 - $77.26 $206,105 - $249,627	-3,231 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$65.04 - $78.97 $210,144 - $255,152	3,231 New	3,231 $245,000

Others Institutions Holding VDE

# of Institutions

693

Shares Held

22.5M

Call Options Held

101K

Put Options Held

18.9K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Laidlaw Wealth Management LLC Vanguard Energy ETF Transaction History