Transform Wealth, LLC Vanguard Energy ETF Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 22,406 shares of VDE stock, worth $2.91 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
22,406
Holding current value
$2.91 Million
% of portfolio
0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$116.67 - $136.78 $2.61 Million - $3.06 Million
22,406 New
22,406 $2.72 Million
Q1 2018

May 03, 2018
SELL
N/A
-8,080 Closed
0 $0
Q4 2017

Feb 08, 2018
SELL
N/A
-4,820 Reduced 37.36%
8,080 $800,000
Q3 2017

Oct 19, 2017
BUY
N/A
12,900
12,900 $1.21 Million

Others Institutions Holding VDE

# of Institutions
736
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email