Plan Group Financial, LLC Vanguard Energy ETF Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,049 shares of VDE stock, worth $265,017. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,049
Previous 3,049 32.8%
Holding current value
$265,017
Previous $363,000 29.2%
% of portfolio
0.07%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$118.37 - $129.65 $118,370 - $129,650
-1,000 Reduced 32.8%
2,049 $257,000
Q1 2025

May 09, 2025
BUY
$119.14 - $132.76 $119,140 - $132,760
1,000 Added 48.8%
3,049 $395,000
Q2 2022

Aug 12, 2022
BUY
$97.94 - $128.99 $200,679 - $264,300
2,049 New
2,049 $203,000

Others Institutions Holding VDE

# of Institutions
734
Shares Held
21.6M
Call Options Held
123K
Put Options Held
87.4K
View Full List

About VANGUARD ENERGY ETF

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