Smallwood Wealth Investment Management, LLC Vanguard Energy ETF Transaction History

Smallwood Wealth Investment Management, LLC

$185 Million
Q3 2025

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 22,850 shares of VDE stock, worth $2.96 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

22,850

Previous 21,539 6.09%

Holding current value

$2.96 Million

Previous $2.57 Million 12.09%

% of portfolio

1.55%

Previous 1.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$118.37 - $129.65 $155,183 - $169,971	1,311 Added 6.09%	22,850 $2.88 Million
Q2 2025 Oct 02, 2025	BUY	$105.87 - $130.56 $53,358 - $65,802	504 Added 2.4%	21,539 $2.57 Million
Q1 2025 Apr 25, 2025	BUY	$119.14 - $132.76 $127,598 - $142,185	1,071 Added 5.36%	21,035 $2.73 Million
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

734

Shares Held

21.6M

Call Options Held

123K

Put Options Held

87.4K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Smallwood Wealth Investment Management, LLC Vanguard Energy ETF Transaction History