Sequoia Financial Advisors, LLC Vanguard Energy ETF Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

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 4,067 shares of VDE stock, worth $484,542. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,067
Previous 3,804 6.91%
Holding current value
$484,542
Previous $465,000 6.02%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
742
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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