Smallwood Wealth Investment Management, LLC Vanguard Energy ETF Transaction History

Smallwood Wealth Investment Management, LLC

$126 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$97.94 - $128.99 $190,493 - $250,885	-1,945 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$80.1 - $110.55 $155,794 - $215,019	1,945 New	1,945 $208,000

Others Institutions Holding VDE

# of Institutions

670

Shares Held

23.6M

Call Options Held

90.5K

Put Options Held

10.2K

Bank Of America Corp Charlotte, NC

2.39M
Shares

$311 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$207 Million
0.02% of portfolio
Ubs Group Ag

1.41M
Shares

$183 Million
0.04% of portfolio
Beacon Capital Management, Inc.

1.26M
Shares

$164 Million
7.12% of portfolio
Wells Fargo & Company San Francisco, CA

986K
Shares

$128 Million
0.03% of portfolio

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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