Smallwood Wealth Investment Management, LLC Vanguard Energy ETF Transaction History

Smallwood Wealth Investment Management, LLC

$137 Million
Q3 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

674

Shares Held

21.9M

Call Options Held

101K

Put Options Held

18.9K

Bank Of America Corp Charlotte, NC

2.42M
Shares

$320 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.7M
Shares

$225 Million
0.02% of portfolio
Ubs Group Ag

1.33M
Shares

$175 Million
0.04% of portfolio
Wealthfront Advisers LLC

993K
Shares

$131 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

986K
Shares

$130 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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