A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 2,059 shares of VDE stock, worth $271,911. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,059
Previous 2,044 0.73%
Holding current value
$271,911
Previous $260,000 3.08%
% of portfolio
0.1%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$117.44 - $131.06 $1,761 - $1,965
15 Added 0.73%
2,059 $252,000
Q2 2024

Jul 10, 2024

BUY
$123.17 - $136.7 $251,759 - $279,414
2,044 New
2,044 $260,000

Others Institutions Holding VDE

About VANGUARD ENERGY ETF


  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Trinity Financial Advisors LLC Portfolio

Follow Trinity Financial Advisors 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 Trinity Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Financial Advisors LLC with notifications on news.