One Charles Private Wealth Services, LLC Vanguard Energy ETF Transaction History
One Charles Private Wealth Services, LLC
- $226 Million
- Q1 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 2,851 shares of VDE stock, worth $364,044. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,851
Previous 1,863
53.03%
Holding current value
$364,044
Previous $218,000
72.02%
% of portfolio
0.17%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
667Shares Held
24.1MCall Options Held
116KPut Options Held
20.9K-
Bank Of America Corp Charlotte, NC2.44MShares$312 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.66MShares$212 Million0.02% of portfolio
-
Ubs Group Ag1.66MShares$211 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.32MShares$169 Million7.5% of portfolio
-
Wealthfront Advisers LLC991KShares$127 Million0.46% of portfolio