Sheets Smith Wealth Management Vanguard Energy ETF Transaction History

Sheets Smith Wealth Management

$832 Million
Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 6,175 shares of VDE stock, worth $764,959. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,175

Previous 6,321 2.31%

Holding current value

$764,959

Previous $819,000 9.77%

% of portfolio

0.09%

Previous 0.1%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$105.87 - $130.56 $15,457 - $19,061	-146 Reduced 2.31%	6,175 $739,000
Q1 2025 Apr 23, 2025	SELL	$119.14 - $132.76 $38,601 - $43,014	-324 Reduced 4.88%	6,321 $819,000
Q4 2024 Jan 17, 2025	SELL	$116.67 - $136.78 $17,500 - $20,517	-150 Reduced 2.21%	6,645 $806,000
Q3 2024 Nov 01, 2024	SELL	$117.44 - $131.06 $468,468 - $522,798	-3,989 Reduced 36.99%	6,795 $832,000
Q2 2024 Jul 30, 2024	BUY	$123.17 - $136.7 $442,180 - $490,752	3,590 Added 49.9%	10,784 $1.38 Million
Q1 2024 May 08, 2024	BUY	$111.77 - $131.7 $72,538 - $85,473	649 Added 9.92%	7,194 $947,000
Q4 2023 Feb 06, 2024	SELL	$113.37 - $128.78 $3,174 - $3,605	-28 Reduced 0.43%	6,545 $767,000
Q3 2023 Oct 23, 2023	BUY	$110.08 - $130.52 $39,959 - $47,378	363 Added 5.85%	6,573 $833,000
Q2 2023 Aug 09, 2023	BUY	$105.87 - $119.99 $1,482 - $1,679	14 Added 0.23%	6,210 $701,000
Q1 2023 May 26, 2023	BUY	$106.22 - $128.7 $646,030 - $782,753	6,082 Added 5335.09%	6,196 $707,000
Q1 2023 May 12, 2023	SELL	$106.22 - $128.7 $648,366 - $785,584	-6,104 Reduced 98.17%	114 $13,000
Q4 2022 Mar 08, 2023	BUY	$107.13 - $131.88 $111,950 - $137,814	1,045 Added 20.2%	6,218 $754,000
Q3 2022 Nov 01, 2022	SELL	$93.77 - $118.45 $18,566 - $23,453	-198 Reduced 3.69%	5,173 $525,000
Q2 2022 Jul 27, 2022	BUY	$97.94 - $128.99 $31,634 - $41,663	323 Added 6.4%	5,371 $534,000
Q1 2022 May 02, 2022	SELL	$80.1 - $110.55 $10,413 - $14,371	-130 Reduced 2.51%	5,048 $540,000
Q4 2021 Jan 20, 2022	BUY	$74.1 - $83.72 $12,819 - $14,483	173 Added 3.46%	5,178 $402,000
Q3 2021 Oct 15, 2021	BUY	$63.79 - $77.26 $319,268 - $386,686	5,005 New	5,005 $370,000

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

More about VDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Vanguard Energy ETF Transaction History