Sea Crest Wealth Management, LLC Vanguard Energy ETF Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 9,355 shares of VDE stock, worth $1.24 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,355
Previous 9,895 5.46%
Holding current value
$1.24 Million
Previous $1.21 Million 6.36%
% of portfolio
0.12%
Previous 0.13%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$116.67 - $136.78 $63,001 - $73,861
-540 Reduced 5.46%
9,355 $1.13 Million
Q3 2024

Oct 16, 2024
SELL
$117.44 - $131.06 $475,632 - $530,793
-4,050 Reduced 29.04%
9,895 $1.21 Million
Q2 2024

Jul 19, 2024
BUY
$123.17 - $136.7 $265,308 - $294,451
2,154 Added 18.27%
13,945 $1.78 Million
Q1 2024

Apr 18, 2024
BUY
$111.77 - $131.7 $38,672 - $45,568
346 Added 3.02%
11,791 $1.55 Million
Q4 2023

Jan 18, 2024
SELL
$113.37 - $128.78 $1.8 Million - $2.05 Million
-15,919 Reduced 58.17%
11,445 $1.34 Million
Q3 2023

Oct 12, 2023
BUY
$110.08 - $130.52 $1.75 Million - $2.08 Million
15,939 Added 139.51%
27,364 $3.47 Million
Q2 2023

Jul 14, 2023
SELL
$105.87 - $119.99 $1.91 Million - $2.17 Million
-18,056 Reduced 61.25%
11,425 $1.29 Million
Q1 2023

May 11, 2023
BUY
$106.22 - $128.7 $118,222 - $143,243
1,113 Added 3.92%
29,481 $3.37 Million
Q4 2022

Feb 14, 2023
BUY
$107.13 - $131.88 $1.42 Million - $1.75 Million
13,270 Added 87.89%
28,368 $3.44 Million
Q3 2022

Nov 14, 2022
SELL
$93.77 - $118.45 $1.52 Million - $1.92 Million
-16,183 Reduced 51.73%
15,098 $1.53 Million
Q2 2022

Aug 09, 2022
SELL
$97.94 - $128.99 $2.05 Million - $2.7 Million
-20,912 Reduced 40.07%
31,281 $3.11 Million
Q1 2022

May 16, 2022
BUY
$80.1 - $110.55 $3.03 Million - $4.18 Million
37,819 Added 263.11%
52,193 $5.59 Million
Q4 2021

Feb 11, 2022
SELL
$74.1 - $83.72 $84,844 - $95,859
-1,145 Reduced 7.38%
14,374 $1.12 Million
Q3 2021

Nov 16, 2021
BUY
$63.79 - $77.26 $22,517 - $27,272
353 Added 2.33%
15,519 $1.15 Million
Q2 2021

Aug 12, 2021
SELL
$65.04 - $78.97 $33,430 - $40,590
-514 Reduced 3.28%
15,166 $1.15 Million
Q1 2021

May 17, 2021
BUY
$52.13 - $74.47 $310,121 - $443,022
5,949 Added 61.13%
15,680 $1.07 Million
Q4 2020

Feb 09, 2021
BUY
$37.58 - $56.62 $115,896 - $174,616
3,084 Added 46.4%
9,731 $505,000
Q3 2020

Nov 12, 2020
SELL
$40.31 - $52.03 $375,527 - $484,711
-9,316 Reduced 58.36%
6,647 $268,000
Q2 2020

Jul 27, 2020
BUY
$36.44 - $63.07 $581,691 - $1.01 Million
15,963 New
15,963 $803,000
Q2 2019

Jul 19, 2019
SELL
N/A
-139 Closed
0 $0
Q1 2019

May 10, 2019
SELL
N/A
-16 Reduced 10.32%
139 $12,000
Q4 2018

Feb 13, 2019
BUY
N/A
45 Added 40.91%
155 $12,000
Q4 2017

Feb 02, 2018
BUY
N/A
110
110 $11,000

Others Institutions Holding VDE

# of Institutions
679
Shares Held
22.1M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email