Modern Wealth Management, LLC Vanguard Energy ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,009 shares of VDE stock, worth $245,580. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,009
Previous 2,037 1.37%
Holding current value
$245,580
Previous $264,000 9.47%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$105.87 - $130.56 $2,964 - $3,655
-28 Reduced 1.37%
2,009 $239,000
Q1 2025

May 15, 2025
SELL
$119.14 - $132.76 $476 - $531
-4 Reduced 0.2%
2,037 $264 Million
Q4 2024

May 30, 2025
BUY
$116.67 - $136.78 $16,917 - $19,833
145 Added 7.12%
2,182 $264,000
Q4 2024

Feb 11, 2025
SELL
$116.67 - $136.78 $15,283 - $17,918
-131 Reduced 6.03%
2,041 $260 Million
Q3 2024

May 30, 2025
BUY
$117.44 - $131.06 $14,445 - $16,120
123 Added 6.04%
2,160 $264,000
Q3 2024

Nov 05, 2024
BUY
$117.44 - $131.06 $255,079 - $284,662
2,172 New
2,172 $266 Million

Others Institutions Holding VDE

# of Institutions
736
Shares Held
22M
Call Options Held
118K
Put Options Held
58.7K
View Full List

About VANGUARD ENERGY ETF

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