A detailed history of Sc&H Financial Advisors, Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 2,841 shares of VDE stock, worth $375,182. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,841
Previous 4,143 31.43%
Holding current value
$375,182
Previous $528,000 34.28%
% of portfolio
0.08%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$117.44 - $131.06 $152,906 - $170,640
-1,302 Reduced 31.43%
2,841 $347,000
Q1 2024

May 02, 2024

BUY
$111.77 - $131.7 $1,117 - $1,317
10 Added 0.24%
4,143 $545,000
Q4 2023

Feb 01, 2024

BUY
$113.37 - $128.78 $2,380 - $2,704
21 Added 0.51%
4,133 $484,000
Q3 2023

Oct 30, 2023

SELL
$110.08 - $130.52 $446,594 - $529,519
-4,057 Reduced 49.66%
4,112 $521,000
Q2 2023

Aug 07, 2023

SELL
$105.87 - $119.99 $1.13 Million - $1.28 Million
-10,679 Reduced 56.66%
8,169 $922,000
Q1 2023

May 12, 2023

BUY
$106.22 - $128.7 $284,563 - $344,787
2,679 Added 16.57%
18,848 $2.15 Million
Q4 2022

Feb 10, 2023

BUY
$107.13 - $131.88 $189,834 - $233,691
1,772 Added 12.31%
16,169 $1.96 Million
Q3 2022

Nov 09, 2022

BUY
$93.77 - $118.45 $10,220 - $12,911
109 Added 0.76%
14,397 $1.46 Million
Q2 2022

Aug 10, 2022

BUY
$97.94 - $128.99 $420,848 - $554,270
4,297 Added 43.01%
14,288 $1.42 Million
Q1 2022

May 10, 2022

BUY
$80.1 - $110.55 $349,316 - $482,108
4,361 Added 77.46%
9,991 $1.07 Million
Q4 2021

Feb 10, 2022

BUY
$74.1 - $83.72 $417,182 - $471,343
5,630 New
5,630 $437,000

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Sc&H Financial Advisors, Inc. Portfolio

Follow Sc&H Financial Advisors, Inc. 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 Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.