Sequent Planning LLC Vanguard Energy ETF Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Sequent Planning LLC holds 2,435 shares of VDE stock, worth $314,942. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,435
Previous 2,433
0.08%
Holding current value
$314,942
Previous $290 Million
5.7%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding VDE
# of Institutions
734Shares Held
21.6MCall Options Held
123KPut Options Held
87.4K-
Bank Of America Corp Charlotte, NC1.98MShares$257 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.61MShares$209 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$143 Million0.03% of portfolio
-
Ubs Group Ag1.04MShares$135 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$115 Million5.81% of portfolio