Smallwood Wealth Investment Management, LLC Vanguard Energy ETF Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 21,035 shares of VDE stock, worth $2.52 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
21,035
Previous 19,964 5.36%
Holding current value
$2.52 Million
Previous $2.42 Million 12.68%
% of portfolio
1.79%
Previous 1.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$119.14 - $132.76 $127,598 - $142,185
1,071 Added 5.36%
21,035 $2.73 Million
Q4 2024

Jan 17, 2025
BUY
$116.67 - $136.78 $2.33 Million - $2.73 Million
19,964 New
19,964 $2.42 Million
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
769
Shares Held
21.3M
Call Options Held
86.7K
Put Options Held
34.3K
View Full List

About VANGUARD ENERGY ETF

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