True Wealth Financial Partners Vanguard Energy ETF Transaction History
True Wealth Financial Partners
- $159 Million
- Q4 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard Energy ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 120,599 shares of VDE stock, worth $14.4 Million. This represents 9.19% of its overall portfolio holdings.
Number of Shares
120,599
Previous 122,007
1.15%
Holding current value
$14.4 Million
Previous $14.9 Million
2.09%
% of portfolio
9.19%
Previous 9.1%
Shares
13 transactions
Others Institutions Holding VDE
# of Institutions
745Shares Held
28.1MCall Options Held
142KPut Options Held
23.2K-
Wealthfront Advisers LLC5.41MShares$645 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$299 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$163 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$141 Million0.03% of portfolio