Sheets Smith Wealth Management Vanguard Energy ETF Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
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 10,784 shares of VDE stock, worth $1.29 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,784
Previous 7,194
49.9%
Holding current value
$1.29 Million
Previous $947,000
45.2%
% of portfolio
0.17%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$285 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$190 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$168 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$150 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$118 Million0.03% of portfolio