Nvest Financial, LLC Vanguard Energy ETF Transaction History
Nvest Financial, LLC
- $158 Million
- Q2 2024
A detailed history of Nvest Financial, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 17,906 shares of VDE stock, worth $2.17 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
17,906
Previous 18,426
2.82%
Holding current value
$2.17 Million
Previous $2.43 Million
5.85%
% of portfolio
1.45%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$290 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$193 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$171 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$153 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$120 Million0.03% of portfolio