Wealthspire Advisors, LLC Vanguard Energy ETF Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,655 shares of VDE stock, worth $543,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,655
Previous 4,654 0.02%
Holding current value
$543,098
Previous $593,000 3.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$117.44 - $131.06 $117 - $131
1 Added 0.02%
4,655 $570,000
Q2 2024

Aug 08, 2024
BUY
$123.17 - $136.7 $89,790 - $99,654
729 Added 18.57%
4,654 $593,000
Q1 2024

May 06, 2024
SELL
$111.77 - $131.7 $155,919 - $183,721
-1,395 Reduced 26.22%
3,925 $516,000
Q4 2023

Feb 06, 2024
BUY
$113.37 - $128.78 $140,011 - $159,043
1,235 Added 30.23%
5,320 $623,000
Q3 2023

Nov 06, 2023
BUY
$110.08 - $130.52 $660 - $783
6 Added 0.15%
4,085 $517,000
Q2 2023

Jul 31, 2023
SELL
$105.87 - $119.99 $8,893 - $10,079
-84 Reduced 2.02%
4,079 $460,000
Q1 2023

May 09, 2023
BUY
$106.22 - $128.7 $531 - $643
5 Added 0.12%
4,163 $475,000
Q4 2022

Feb 13, 2023
SELL
$107.13 - $131.88 $28,175 - $34,684
-263 Reduced 5.95%
4,158 $504,000
Q3 2022

Nov 14, 2022
BUY
$93.77 - $118.45 $37,508 - $47,380
400 Added 9.95%
4,421 $449,000
Q2 2022

Aug 09, 2022
BUY
$97.94 - $128.99 $393,816 - $518,668
4,021 New
4,021 $400,000

Others Institutions Holding VDE

# of Institutions
675
Shares Held
22M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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