Sequent Planning LLC Vanguard Energy ETF Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sequent Planning LLC holds 2,074 shares of VDE stock, worth $261,966. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,074
Previous 1,781
16.45%
Holding current value
$261,966
Previous $218 Million
15.35%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
731Shares Held
28MCall Options Held
138KPut Options Held
16.7K-
Wealthfront Advisers LLC5.41MShares$683 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$317 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$212 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$172 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$149 Million0.03% of portfolio