Smallwood Wealth Investment Management, LLC Vanguard Energy ETF Transaction History

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 19,964 shares of VDE stock, worth $2.56 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
19,964
Holding current value
$2.56 Million
% of portfolio
1.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$116.67 - $136.78 $2.33 Million - $2.73 Million
19,964 New
19,964 $2.42 Million
Q2 2022

Aug 08, 2022
SELL
$97.94 - $128.99 $190,493 - $250,885
-1,945 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$80.1 - $110.55 $155,794 - $215,019
1,945 New
1,945 $208,000

Others Institutions Holding VDE

# of Institutions
746
Shares Held
27.9M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email