Falcon Wealth Planning Vanguard Energy ETF Transaction History

Falcon Wealth Planning

$798 Million
Q3 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Energy ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,658 shares of VDE stock, worth $197,915. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,658

Holding current value

$197,915

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$117.44 - $131.06 $194,715 - $217,297	1,658 New	1,658 $203,000

Others Institutions Holding VDE

# of Institutions

675

Shares Held

22M

Call Options Held

101K

Put Options Held

18.9K

Bank Of America Corp Charlotte, NC

2.42M
Shares

$289 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.7M
Shares

$203 Million
0.02% of portfolio
Ubs Group Ag

1.33M
Shares

$158 Million
0.04% of portfolio
Wealthfront Advisers LLC

993K
Shares

$118 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

986K
Shares

$118 Million
0.03% of portfolio

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Falcon Wealth Planning Vanguard Energy ETF Transaction History