Principle Wealth Partners LLC Vanguard Energy ETF Transaction History

Principle Wealth Partners LLC

$1.45 Billion
Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 5,465 shares of VDE stock, worth $677,004. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,465

Previous 5,464 0.02%

Holding current value

$677,004

Previous $708,000 8.19%

% of portfolio

0.04%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$105.87 - $130.56 $105 - $130	1 Added 0.02%	5,465 $650,000
Q1 2025 May 06, 2025	SELL	$119.14 - $132.76 $31,810 - $35,446	-267 Reduced 4.66%	5,464 $708,000
Q4 2024 Jan 29, 2025	SELL	$116.67 - $136.78 $66,268 - $77,691	-568 Reduced 9.02%	5,731 $695,000
Q3 2024 Nov 13, 2024	SELL	$117.44 - $131.06 $16,911 - $18,872	-144 Reduced 2.23%	6,299 $771,000
Q2 2024 Aug 13, 2024	SELL	$123.17 - $136.7 $96,072 - $106,625	-780 Reduced 10.8%	6,443 $821,000
Q1 2024 Apr 23, 2024	SELL	$111.77 - $131.7 $210,798 - $248,386	-1,886 Reduced 20.7%	7,223 $951,000
Q4 2023 Feb 05, 2024	SELL	$113.37 - $128.78 $474,680 - $539,201	-4,187 Reduced 31.49%	9,109 $1.07 Million
Q3 2023 Nov 01, 2023	BUY	$110.08 - $130.52 $27,850 - $33,021	253 Added 1.94%	13,296 $1.69 Million
Q2 2023 Jul 31, 2023	SELL	$105.87 - $119.99 $7.08 Million - $8.02 Million	-66,869 Reduced 83.68%	13,043 $1.47 Million
Q1 2023 May 10, 2023	BUY	$106.22 - $128.7 $564,453 - $683,911	5,314 Added 7.12%	79,912 $9.13 Million
Q4 2022 Feb 02, 2023	BUY	$107.13 - $131.88 $3,856 - $4,747	36 Added 0.05%	74,598 $9.05 Million
Q3 2022 Nov 14, 2022	BUY	$93.77 - $118.45 $1.48 Million - $1.87 Million	15,772 Added 26.83%	74,562 $7.57 Million
Q2 2022 Aug 02, 2022	BUY	$97.94 - $128.99 $1.38 Million - $1.82 Million	14,073 Added 31.47%	58,790 $5.85 Million
Q1 2022 May 12, 2022	BUY	$80.1 - $110.55 $3.58 Million - $4.94 Million	44,717 New	44,717 $4.79 Million
Q3 2020 Nov 16, 2020	SELL	$40.31 - $52.03 $24,186 - $31,218	-600 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$36.44 - $63.07 $21,864 - $37,842	600 New	600 $30,000
Q3 2019 Nov 05, 2019	SELL	$78.02 - $84.06 $238,507 - $256,971	-3,057 Closed	0 $0
Q2 2019 Nov 05, 2019	SELL	N/A	-660 Reduced 17.76%	3,057 $260,000
Q1 2019 Oct 30, 2019	BUY	N/A	420 Added 12.74%	3,717 $332,000
Q4 2018 Oct 11, 2019	BUY	N/A	3,297 New	3,297 $254,000

Others Institutions Holding VDE

# of Institutions

748

Shares Held

21.1M

Call Options Held

87.6K

Put Options Held

34.3K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Vanguard Energy ETF Transaction History