Modern Wealth Management, LLC Vanguard Energy ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

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 2,041 shares of VDE stock, worth $258,860. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,041
Previous 2,172 6.03%
Holding current value
$258,860
Previous $266 Million 2.35%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$116.67 - $136.78 $15,283 - $17,918
-131 Reduced 6.03%
2,041 $260 Million
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
746
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email