Transform Wealth, LLC Vanguard Energy ETF Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 20,310 shares of VDE stock, worth $2.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,310
Previous 22,406 9.35%
Holding current value
$2.3 Million
Previous $2.72 Million 4.08%
% of portfolio
0.16%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$119.14 - $132.76 $249,717 - $278,264
-2,096 Reduced 9.35%
20,310 $2.61 Million
Q4 2024

Jan 16, 2025
BUY
$116.67 - $136.78 $2.61 Million - $3.06 Million
22,406 New
22,406 $2.72 Million
Q1 2018

May 03, 2018
SELL
N/A
-8,080 Closed
0 $0
Q4 2017

Feb 08, 2018
SELL
N/A
-4,820 Reduced 37.36%
8,080 $800,000
Q3 2017

Oct 19, 2017
BUY
N/A
12,900
12,900 $1.21 Million

Others Institutions Holding VDE

# of Institutions
752
Shares Held
23.5M
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
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