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%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$116.67 - $136.78 $164,271 - $192,586	-1,408 Reduced 1.15%	120,599 $14.6 Million
Q3 2024 Nov 14, 2024	SELL	$117.44 - $131.06 $373,694 - $417,032	-3,182 Reduced 2.54%	122,007 $14.9 Million
Q2 2024 Aug 09, 2024	BUY	$123.17 - $136.7 $936,338 - $1.04 Million	7,602 Added 6.47%	125,189 $16 Million
Q1 2024 May 13, 2024	BUY	$111.77 - $131.7 $27,607 - $32,529	247 Added 0.21%	117,587 $15.5 Million
Q4 2023 Feb 14, 2024	SELL	$113.37 - $128.78 $220,164 - $250,090	-1,942 Reduced 1.63%	117,340 $13.8 Million
Q3 2023 Nov 06, 2023	SELL	$110.08 - $130.52 $178,769 - $211,964	-1,624 Reduced 1.34%	119,282 $15.1 Million
Q2 2023 Jul 24, 2023	SELL	$105.87 - $119.99 $113,810 - $128,989	-1,075 Reduced 0.88%	120,906 $13.6 Million
Q1 2023 May 11, 2023	BUY	$106.22 - $128.7 $126,083 - $152,766	1,187 Added 0.98%	121,981 $13.9 Million
Q4 2022 Feb 06, 2023	SELL	$107.13 - $131.88 $429,162 - $528,311	-4,006 Reduced 3.21%	120,794 $14.6 Million
Q3 2022 Nov 09, 2022	SELL	$93.77 - $118.45 $800,889 - $1.01 Million	-8,541 Reduced 6.41%	124,800 $12.7 Million
Q2 2022 Aug 05, 2022	SELL	$97.94 - $128.99 $370,213 - $487,582	-3,780 Reduced 2.76%	133,341 $13.3 Million
Q1 2022 May 10, 2022	SELL	$80.1 - $110.55 $311,028 - $429,265	-3,883 Reduced 2.75%	137,121 $14.7 Million
Q4 2021 Feb 14, 2022	BUY	$74.1 - $83.72 $10.4 Million - $11.8 Million	141,004 New	141,004 $10.9 Million

Others Institutions Holding VDE

# of Institutions

745

Shares Held

28.1M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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True Wealth Financial Partners Vanguard Energy ETF Transaction History