Sequoia Financial Advisors, LLC Vanguard Energy ETF Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,478 shares of VDE stock, worth $386,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,478

Previous 4,067 14.48%

Holding current value

$386,544

Previous $493,000 8.52%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$119.14 - $132.76 $70,173 - $78,195	-589 Reduced 14.48%	3,478 $451,000
Q4 2024 Feb 07, 2025	BUY	$116.67 - $136.78 $30,684 - $35,973	263 Added 6.91%	4,067 $493,000
Q3 2024 Oct 21, 2024	SELL	$117.44 - $131.06 $66,940 - $74,704	-570 Reduced 13.03%	3,804 $465,000
Q2 2024 Jul 15, 2024	SELL	$123.17 - $136.7 $110,113 - $122,209	-894 Reduced 16.97%	4,374 $557,000
Q1 2024 Apr 30, 2024	BUY	$111.77 - $131.7 $150,777 - $177,663	1,349 Added 34.42%	5,268 $693,000
Q4 2023 Jan 25, 2024	BUY	$113.37 - $128.78 $32,763 - $37,217	289 Added 7.96%	3,919 $459,000
Q3 2023 Nov 08, 2023	BUY	$110.08 - $130.52 $770 - $913	7 Added 0.19%	3,630 $460,000
Q2 2023 Aug 08, 2023	SELL	$105.87 - $119.99 $5,822 - $6,599	-55 Reduced 1.5%	3,623 $409,000
Q1 2023 Apr 24, 2023	SELL	$106.22 - $128.7 $59,695 - $72,329	-562 Reduced 13.25%	3,678 $420,000
Q4 2022 Jan 17, 2023	BUY	$107.13 - $131.88 $164,444 - $202,435	1,535 Added 56.75%	4,240 $0
Q3 2022 Oct 26, 2022	SELL	$93.77 - $118.45 $28,131 - $35,535	-300 Reduced 9.98%	2,705 $275,000
Q2 2022 Jul 22, 2022	SELL	$97.94 - $128.99 $352,388 - $464,106	-3,598 Reduced 54.49%	3,005 $299,000
Q1 2022 May 13, 2022	BUY	$80.1 - $110.55 $299,013 - $412,683	3,733 Added 130.07%	6,603 $707,000
Q4 2021 Feb 11, 2022	BUY	$74.1 - $83.72 $212,666 - $240,276	2,870 New	2,870 $223,000

Others Institutions Holding VDE

# of Institutions

756

Shares Held

23.4M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Sequoia Financial Advisors, LLC Vanguard Energy ETF Transaction History