Carlton Hofferkamp & Jenks Wealth Management, LLC Vanguard Energy ETF Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

$246 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 29, 2019	SELL	N/A	-3,635 Closed	0 $0
Q2 2018 Jul 06, 2018	SELL	N/A	-175 Reduced 4.59%	3,635 $377,000
Q1 2018 Apr 18, 2018	SELL	N/A	-100 Reduced 2.56%	3,810 $344,000
Q3 2017 Oct 06, 2017	BUY	N/A	3,910	3,910 $365,000

Others Institutions Holding VDE

# of Institutions

671

Shares Held

23.1M

Call Options Held

90.5K

Put Options Held

10.2K

Bank Of America Corp Charlotte, NC

2.39M
Shares

$294 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.59M
Shares

$195 Million
0.02% of portfolio
Ubs Group Ag

1.41M
Shares

$173 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

986K
Shares

$121 Million
0.03% of portfolio
Wealthfront Advisers LLC

984K
Shares

$121 Million
0.42% of portfolio

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlton Hofferkamp & Jenks Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carlton Hofferkamp & Jenks Wealth Management, LLC with notifications on news.

Account