Aevitas Wealth Management, Inc. Vanguard Energy ETF Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 37,796 shares of VDE stock, worth $4.85 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
37,796
Previous 36,044
4.86%
Holding current value
$4.85 Million
Previous $3.66 Million
25.18%
% of portfolio
2.71%
Previous 2.75%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
747Shares Held
27.9MCall Options Held
142KPut Options Held
23.2K-
Wealthfront Advisers LLC5.41MShares$694 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$322 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$215 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$175 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$152 Million0.03% of portfolio