Liberty Wealth Management LLC Vanguard Energy ETF Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$74.1 - $83.72 $108,556 - $122,649	-1,465 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$63.79 - $77.26 $37,317 - $45,197	585 Added 66.48%	1,465 $113,000
Q2 2021 Aug 13, 2021	SELL	$65.04 - $78.97 $4.29 Million - $5.21 Million	-65,923 Reduced 98.68%	880 $67,000
Q2 2021 Aug 13, 2021	BUY	$65.04 - $78.97 $4.28 Million - $5.19 Million	65,768 Added 6354.4%	66,803 $880,000
Q4 2020 Feb 09, 2021	SELL	$37.58 - $56.62 $1,164 - $1,755	-31 Reduced 2.91%	1,035 $56,000
Q2 2020 Aug 04, 2020	SELL	$36.44 - $63.07 $43,035 - $74,485	-1,181 Reduced 52.56%	1,066 $54,000
Q1 2020 Apr 27, 2020	SELL	$31.29 - $82.78 $2,127 - $5,629	-68 Reduced 2.94%	2,247 $86,000
Q4 2019 Feb 05, 2020	SELL	$73.38 - $81.73 $18,198 - $20,269	-248 Reduced 9.68%	2,315 $189,000
Q3 2019 Oct 30, 2019	SELL	$78.02 - $84.06 $3,120 - $3,362	-40 Reduced 1.54%	2,563 $200,000
Q2 2019 Jul 30, 2019	SELL	N/A	-58 Reduced 2.18%	2,603 $221,000
Q1 2019 Apr 18, 2019	BUY	N/A	1 Added 0.04%	2,661 $237,000
Q4 2018 Mar 26, 2019	BUY	N/A	2,660 New	2,660 $205,000

Others Institutions Holding VDE

# of Institutions

676

Shares Held

22M

Call Options Held

101K

Put Options Held

18.9K

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

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