Partners Wealth Management, LLC Vanguard Energy ETF Transaction History
Partners Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Partners Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Partners Wealth Management, LLC holds 12,567 shares of VDE stock, worth $1.4 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
12,567
Previous 12,717
1.18%
Holding current value
$1.4 Million
Previous $1.54 Billion
5.66%
% of portfolio
1.85%
Previous 1.76%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
765Shares Held
22.1MCall Options Held
86.7KPut Options Held
33.4K-
Bank Of America Corp Charlotte, NC2.16MShares$240 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.64MShares$183 Million0.02% of portfolio
-
Ubs Group Ag1.2MShares$134 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$131 Million0.04% of portfolio
-
Wealthfront Advisers LLC908KShares$101 Million0.34% of portfolio