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 $15.8 Million. This represents 10.44% of its overall portfolio holdings.
Number of Shares
125,189
Previous 117,587
6.47%
Holding current value
$15.8 Million
Previous $15.5 Million
3.13%
% of portfolio
10.44%
Previous 10.86%
Shares
11 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$303 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$201 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$178 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$159 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$125 Million0.03% of portfolio