Trinity Financial Advisors LLC Vanguard Energy ETF Transaction History

Trinity Financial Advisors LLC

  • $691 Million
  • Q1 2025

A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 101 shares of VDE stock, worth $11,416. This represents 0.0% of its overall portfolio holdings.

Number of Shares
101
Previous 1,889 94.65%
Holding current value
$11,416
Previous $229,000 94.76%
% of portfolio
0.0%
Previous 0.09%

Shares

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

Apr 15, 2025
SELL
$119.14 - $132.76 $213,022 - $237,374
-1,788 Reduced 94.65%
101 $12,000
Q4 2024

Jan 10, 2025
SELL
$116.67 - $136.78 $19,833 - $23,252
-170 Reduced 8.26%
1,889 $229,000
Q3 2024

Oct 03, 2024
BUY
$117.44 - $131.06 $1,761 - $1,965
15 Added 0.73%
2,059 $252,000
Q2 2024

Jul 10, 2024
BUY
$123.17 - $136.7 $251,759 - $279,414
2,044 New
2,044 $260,000

Others Institutions Holding VDE

# of Institutions
753
Shares Held
23.6M
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 Trinity Financial Advisors LLC Portfolio

Follow Trinity Financial Advisors 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 Trinity Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email