True Wealth Financial Partners Vanguard Energy ETF Transaction History
True Wealth Financial Partners
- $153 Million
- Q2 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 125,189 shares of VDE stock, worth $16.4 Million. This represents 10.44% of its overall portfolio holdings.
Number of Shares
125,189
Previous 117,587
6.47%
Holding current value
$16.4 Million
Previous $15.5 Million
3.13%
% of portfolio
10.44%
Previous 10.86%
Shares
11 transactions
Others Institutions Holding VDE
# of Institutions
675Shares Held
23.2MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$313 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$208 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$185 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$129 Million0.03% of portfolio
-
Wealthfront Advisers LLC984KShares$129 Million0.42% of portfolio