Trinity Financial Advisors LLC Vanguard Energy ETF Transaction History

Trinity Financial Advisors LLC

  • $258 Million
  • Q4 2024

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 1,889 shares of VDE stock, worth $229,947. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,889
Previous 2,059 8.26%
Holding current value
$229,947
Previous $252,000 9.13%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
746
Shares Held
28.1M
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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